Record everything your family will need, in one file.
The Estate Organiser is a calm, easy-to-fill Excel workbook for your wishes, assets, debts, bills, contacts and tasks. Every section has a tip, and the totals add themselves up.
✓ One-off payment ✓ Instant download ✓ Excel for Windows & Mac
| Summary | Amount ($) |
|---|---|
| Total value of assets | 126,700.00 |
| Total debts | 39,600.00 |
| Net estate value | 87,100.00 |
| Funeral and other costs | 6,300.00 |
| Specific gifts | 800.00 |
| Left to share after costs and gifts | 80,000.00 |
When someone dies, the paperwork lands on one person
Where are the papers?
Wills, policies, deeds and passwords are spread across drawers, email and memory.
Accounts nobody knew about
Bills, subscriptions and online accounts keep charging until someone finds them.
Wishes that got lost
What the person wanted for their funeral and their care is hard to find when it matters.
Fill it in once. Your family knows where to look.
Start with the Summary
Add the basics about the person, the people to contact and the key documents. The totals update as you type.
Record assets, debts and bills
Enter each account, property, loan and subscription. Joint items are split by share, so the figures are right.
Share it with family
Keep the file in OneDrive and share it with the people who need it. Nothing is linked to your bank.
Totals that add themselves up
Assets, debts, the net estate and what is left to share are worked out from your entries. Nothing to calculate by hand.
- Assets and debts by ownership
- Funeral costs and specific gifts included
- A clear note that it is an estimate
Every account and bill, in its own table
Accounts, investments, property, vehicles, utilities and subscriptions each have their own section and a tip at the top.
- Sole, joint and trust ownership
- Bills and online accounts
- Room for more rows wherever you need them
Wishes and people in one place
Record the power of attorney, medical preferences, funeral wishes, and the family and advisers to contact.
- Health and final wishes
- Family, advisers and organisations
- Where important papers are kept
For anyone who wants their family to be prepared
Planning ahead
Get your wishes, accounts and contacts down now, while you can.
Helping a parent
Gather the details your family will need when the time comes.
Couples and households
Keep joint assets, bills and wishes in one file you both can see.
Save with the bundle
The Estate and Funeral Bundle includes the Estate Organiser, the Funeral Planner and the Executor Organiser. It’s $29.99, which saves about $15 on buying them separately.
Everything you get
- Summary with totals that update as you type
- Health Wishes and Final Wishes
- Contacts for family, advisers and organisations
- Documents, with a “Where to find it” section
- Assets and Debts, by ownership
- Bills and Services, including online accounts
- Costs, Gifts and Shares
- A simple task list, and a fictional example file
One-off payment. Yours to keep.
Get instant access $14.99Secure checkout by Payhip · Card or PayPal
Download link emailed straight away
Hi, I’m Lee
I run Sheet Leveller on YouTube, where I make quick, no-nonsense Excel tutorials.
The Estate Organiser is built the same way: simple formulas, clear tips, and totals that add themselves up.
Questions
Do I need to connect my bank?
No. You type in what you need to record. Nothing is linked to your accounts.
Does it store passwords or PINs?
No. The file asks you to record where passwords and PINs are kept, not the passwords themselves.
Does it use macros?
No. It’s a normal .xlsx file, so there are no security warnings and nothing to enable.
Which version of Excel do I need?
Excel 2016, Microsoft 365 or a more recent version. It is an Excel file, not a Google Sheets file.
Is this a subscription?
No. You pay once and the file is yours to keep.
Is it legal or financial advice?
No. It’s an organiser to help you record information. It doesn’t replace advice from a solicitor, accountant or other adviser.
Get your family prepared, one file at a time.
Wishes, assets, debts, bills and contacts, all in one Excel file.
Get the organiser $14.99Important: This is an organiser to help you record information. It is not legal, tax or financial advice, and it is not a will. Healthcare and funeral wishes may not be legally binding. Speak to a solicitor, accountant or other adviser where needed.
Digital download. No physical item will be shipped. All sales are final, except where the file is defective.