
NEW FOR 2025
Spreadsheets for probate and end of life planning
Our easy-to-use spreadsheets help families deal with finances, tasks and administration, before and after a death
Helping families deal with death
The After Death Spreadsheet
Deal with a death. Manage tasks and finances after a death, to help get probate and close accounts
The Before Death Spreadsheet
Plan for your death. A simple end of life planner to make your death easier for your family.
“This little kit changed my life. It look all the information swirling around in my head and put it into one easy to use location. I've used it at meetings with the funeral home and the lawyer and everyone is blown away when I open it up. Thanks SO much for sharing your expertise and providing something so affordable and easy to use!!”
— Sandra, Etsy purchaser
FAQ
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If you’re an executor of family member dealing with someone’s death, pick the After Death Spreadsheet.
(Including if you’re expecting to deal with a death imminently.)
If you’d like to plan ahead for your own death, pick the Before Death Spreadsheet.
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Our spreadsheets come in either Google Sheets or Excel format. They are almost the same.
Key differences:
Collaboration: to collaborate with others with the Excel version, you must upload to OneDrive. This requires a Microsoft account (free). It is not possible to collaborate remotely using the Excel desktop app. (The Google Sheets version is ready for collaboration out of the box.)
Printing: the Excel version requires some manual configuration to print accurately.
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Google Sheets version: Get Started guide (PDF), which includes links and instructions to access your blank spreadsheet and the example.
Excel version: Get Started Guide (PDF), blank spreadsheet for your use (.xlsx), ready-only example spreadsheet (.xlsx).
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Google Sheets version:
Google account (free), web browser or Google Sheets app, Internet connection.
Excel version:
Microsoft Excel (some features may not work on versions older than Office 365).
Microsoft account required for sharing and collaboration (to upload to OneDrive).
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Yes, both the Google Sheets and Excel versions are fully editable. You can make whatever changes you want.
I can’t support with custom edits or issues arising from them.
Hi, I’m Tom
After A Death is the result of years of experience designing simple tools to make life (and death) a little easier.