NEW FOR 2025

The After Death Spreadsheet

A spreadsheet for executors to manage tasks and finances after a death

Our template makes it easier to get probate and close accounts

After Death Spreadsheet – helping executors and families get probate and close accounts

Track finances, close accounts, get probate

Log assets, debts and expenses

Stay on top of account closures, transfers and sales with our clear, easy-to-use system.

Screenshot of assets in the after death spreadsheet to help close accounts and log real estate sales after death

Automated financial summary

Generate estate accounts, with a breakdown of asset types.

Screenshot of estate accounts financial summary with assets, ownership and values

Manage accounts and subscriptions

From cancelling phone contracts to memorialising social media, ensure nothing is overlooked.

Screenshot of services and accounts to close and memorialise after someone dies

Task management for executors

Track tasks, calls and emails

Mark status for a clear, visual overview of actions and progress.

Screenshot of tracking tasks, calls, letters and emails after a death to stay organised

Monitor progress

Track key milestones as you navigate estate administration.

Screenshot of step by step overview of estate administration and probate key stages and tasks

The only spreadsheet you’ll need when someone dies

Designed for global use

USA, Canada, UK, Ireland, Australia, New Zealand and beyond. Choose from 6 currencies or add your own.

Seamless collaboration

Share with family or advisers using Google Sheets’ or OneDrive’s built-in sharing options.

Print-ready

Export or print your data in a professional, easy-to-read format.

Compatible across devices

Access your spreadsheet on desktop, tablet, or mobile.

Guidance built in

Notes and tips included throughout, to help you get the most out of every feature.

See inside

The Google Sheet version

Instructions sheet from the After Death Spreadsheet
Progress sheet from the After Death Spreadsheet to help with probate
Financial summary / estate accounts from the After Death Spreadsheet
Financial summary 2 / estate accounts from the After Death Spreadsheet
Assets sheet from the After Death Spreadsheet - bank accounts, cash, investments
Assets sheet from the After Death Spreadsheet - real estate, vehicles, overseas assets
Debts sheet from the After Death Spreadsheet - mortgages and debts
Services sheet from the After Death Spreadsheet - utilities, rentals, subscriptions, digital accounts
Expenses sheet from the After Death Spreadsheet - funeral costs
Tasks tracker sheet from the After Death Spreadsheet - calls, letters, emails
Whereabouts sheet from the After Death Spreadsheet - log locations of key items

What’s included?

Included in your purchase are:

(1) Blank Spreadsheet ready for you to copy and use

(2) Read-only example to help you see what’s possible

  • ℹ️ Instructions

    • How to save a copy to your Google account

    • Choose your currency

    ✅ Progress

    A checklist to track overall progress

    📊 Financial summary

    • Information about the deceased

    • Automated financial summary

    • Asset breakdown

    🏠 Assets

    • Accounts and savings

    • Cash

    • Investments

    • Real estate / property

    • Vehicles and personal belongings

    • Assets abroad

    • Life assurance, pensions and refunds

    💰 Debts

    • Mortgages

    • Other debts

    ⚡️ Services

    • Utilities

    • Rentals and subscriptions

    • Digital accounts and social media

    ⚱️ Expenses

    • Funeral costs

    • Other expenses

    📞 Task tracker

    • Tasks, Calls, Letters, Emails

    🔑 Whereabouts

    • Keep track of important items

    👩🏽‍💼 Contacts

    • Details of important people and organisations

Requirements

Google Sheet version: requires a Google account (free)

Excel version: requires Microsoft Excel


Some features may not be available on versions of Excel before Office 365

Simplify probate with the After Death Spreadsheet

The only spreadsheet you’ll need after someone dies