NEW FOR 2025
After Death Spreadsheet
Our easy-to-use template helps families and executors get probate, deal with finances 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.
Automated financial summary
Generate estate accounts, with a breakdown of asset types.
Manage accounts and subscriptions
From cancelling phone contracts to memorialising social media, ensure nothing is overlooked.
Task management for executors
Track tasks, calls and emails
Mark status for a clear, visual overview of actions and progress.
Monitor progress
Track key milestones as you navigate estate administration.
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
This is the Google Sheets version. The Excel version looks very similar.
Features
Helping families deal with and plan for death
