Settle an estate step by step, in one file.
The Executor Organiser is a clear checklist and record for the person handling an estate. Track every task, call and payment, see what is left to share, and keep the estate account balanced.
✓ One-off payment ✓ Instant download ✓ Excel for Windows & Mac
| Financial summary | Amount ($) |
|---|---|
| Net estate value | 87,100.00 |
| Funeral and other costs | 6,300.00 |
| Specific gifts | 800.00 |
| Left to share after costs and gifts | 80,000.00 |
| Estate account balance | 13,850.00 |
| Checklist steps done | 14% |
Settling an estate means dozens of tasks, in no particular order
Too many things at once
Calls, letters, forms and deadlines arrive in a steady stream, often in the first few weeks.
Money moving in and out
Payments to and from the estate account need to be recorded so nothing is missed.
Losing track
It is hard to remember who you spoke to, what they said and what is still open.
Work through the checklist. See what is left.
Start with the Summary
Add the person who died, the will details and the lead executor. The totals update as you type.
Work through the checklist
Choose Yes as each step is done. Progress shows on the Summary, and you can skip anything that doesn’t apply.
Log every call and payment
Record each payment in and out of the estate account, and a line for every call, letter and email.
Net estate and what is left to share
Assets, debts, costs and gifts add up to the net estate and what is left to share. Nothing to calculate by hand.
- Assets and debts by ownership
- Funeral costs and specific gifts included
- A clear note that it is an estimate
| Item | Amount ($) |
|---|---|
| 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 |
| Left to share after costs and gifts | 80,000.00 |
Every step to settle the estate, in order
From the first few days to sharing out what is left, each stage has its own tasks and a tip at the top.
- Early actions, notifying people, the funeral and settling the estate
- Done? and date columns fill in as you go
- Progress shown on the Summary
| Task | Done? | Date done |
|---|---|---|
| Tell close family and friends | Yes | Oct 10, 2026 |
| Arrange care for pets and dependants | Yes | Oct 11, 2026 |
| Secure the property | Yes | Oct 12, 2026 |
| Register the death | ||
| Order several copies of the death certificate |
Money in and out, with the balance worked out
Record each payment as it happens. The balance updates as you go, so you always know what is in the account.
- Money in, money out and balance
- Costs and gifts shown separately
- Tasks log for every call, letter and email
| Date | Description | Money in ($) | Money out ($) | Balance ($) |
|---|---|---|---|---|
| Oct 12, 2026 | Transfer from savings | 20,000.00 | 20,000.00 | |
| Oct 14, 2026 | Funeral director fee | 6,000.00 | 14,000.00 | |
| Oct 20, 2026 | Council tax refund | 150.00 | 14,150.00 | |
| Oct 25, 2026 | Probate or court fee | 300.00 | 13,850.00 |
For anyone handling an estate, whether a family member or a professional
Named as executor
Work through the estate in order, without losing track of the small tasks.
Helping an executor
Share the checklist and the log so the work is visible to everyone.
Working with advisers
Keep the calls, letters and payments in one record to share with your solicitor.
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: the person who died, financial summary and checklist progress
- Checklist: every step to settle an estate, in order
- Contacts: executors, advisers and organisations to notify
- Documents and where to find them
- Assets, debts and services, by ownership
- Costs, distributions and specific gifts
- Estate account, with money in, money out and balance
- Tasks: a log of every call, letter and email, plus 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 Executor Organiser is built the same way: simple formulas, clear tips, and totals that add themselves up.
Questions
Do I need to be a solicitor to use it?
No. It’s designed for family members and executors. It is an organiser, not legal advice.
Does it store passwords or PINs?
No. The file asks you to record where they are kept, not the passwords themselves.
Can I add more rows?
Yes. Right-click a row inside a section and choose Insert.
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.
Settle the estate one step at a time.
A checklist, an estate account and a task log, 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 does not replace advice from a solicitor, accountant or the court. Rules on estate administration vary by country and region.
Digital download. No physical item will be shipped. All sales are final, except where the file is defective.