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Distributions to beneficiaries - tool for executors

I’ve updated the spreadsheets — now with distributions, and more

I'm alway looking to improve the spreadsheets and make estate administration easier. The latest update includes a feature requested by customers – a clear way to track gifts to beneficiaries.

I’ve updated the spreadsheets — now with distributions, and more

I'm alway looking to improve the spreadsheets and make estate administration easier. The latest update includes a feature requested by customers – a clear way to track gifts to beneficiaries.

I’ve updated the spreadsheets — now with distributions, and more

I'm alway looking to improve the spreadsheets and make estate administration easier. The latest update includes a feature requested by customers – a clear way to track gifts to beneficiaries.

I’ve updated the spreadsheets — now with distributions, and more

I'm alway looking to improve the spreadsheets and make estate administration easier. The latest update includes a feature requested by customers – a clear way to track gifts to beneficiaries.

Executor, trustee, administrator illustration

Executor? Administrator? Trustee? What do all these roles mean?

When someone dies, a lot of new terms start appearing — executor, administrator, trustee, personal representative and more.

Executor? Administrator? Trustee? What do all these roles mean?

When someone dies, a lot of new terms start appearing — executor, administrator, trustee, personal representative and more.

Executor? Administrator? Trustee? What do all these roles mean?

When someone dies, a lot of new terms start appearing — executor, administrator, trustee, personal representative and more.

Executor? Administrator? Trustee? What do all these roles mean?

When someone dies, a lot of new terms start appearing — executor, administrator, trustee, personal representative and more.

End of life planning checklist illustration

End of life planning: a financial checklist

A simple financial checklist to help with end of life planning — bank accounts, real estate, pensions, debts, insurance, subscriptions and digital accounts — to make things easier for loved ones.

End of life planning: a financial checklist

A simple financial checklist to help with end of life planning — bank accounts, real estate, pensions, debts, insurance, subscriptions and digital accounts — to make things easier for loved ones.

End of life planning: a financial checklist

A simple financial checklist to help with end of life planning — bank accounts, real estate, pensions, debts, insurance, subscriptions and digital accounts — to make things easier for loved ones.

End of life planning: a financial checklist

A simple financial checklist to help with end of life planning — bank accounts, real estate, pensions, debts, insurance, subscriptions and digital accounts — to make things easier for loved ones.

Digital accounts after a death illustration

What happens to digital accounts and subscriptions after someone dies?

Many people leave behind dozens of online accounts after death — from email and cloud storage to streaming, subscriptions, banking apps and social media.

What happens to digital accounts and subscriptions after someone dies?

Many people leave behind dozens of online accounts after death — from email and cloud storage to streaming, subscriptions, banking apps and social media.

What happens to digital accounts and subscriptions after someone dies?

Many people leave behind dozens of online accounts after death — from email and cloud storage to streaming, subscriptions, banking apps and social media.

What happens to digital accounts and subscriptions after someone dies?

Many people leave behind dozens of online accounts after death — from email and cloud storage to streaming, subscriptions, banking apps and social media.

Can I get probate myself?

In many cases, probate can be handled without a lawyer — but it depends on the estate. Simpler situations may be manageable alone, while complex cases often benefit from professional help.

Can I get probate myself?

In many cases, probate can be handled without a lawyer — but it depends on the estate. Simpler situations may be manageable alone, while complex cases often benefit from professional help.

Can I get probate myself?

In many cases, probate can be handled without a lawyer — but it depends on the estate. Simpler situations may be manageable alone, while complex cases often benefit from professional help.

Can I get probate myself?

In many cases, probate can be handled without a lawyer — but it depends on the estate. Simpler situations may be manageable alone, while complex cases often benefit from professional help.

Intestacy: what happens if someone dies without a will?

If someone dies without a will, the estate is divided according to intestacy laws — usually following a legal order of relatives, with rules that vary between countries.

Intestacy: what happens if someone dies without a will?

If someone dies without a will, the estate is divided according to intestacy laws — usually following a legal order of relatives, with rules that vary between countries.

Intestacy: what happens if someone dies without a will?

If someone dies without a will, the estate is divided according to intestacy laws — usually following a legal order of relatives, with rules that vary between countries.

Intestacy: what happens if someone dies without a will?

If someone dies without a will, the estate is divided according to intestacy laws — usually following a legal order of relatives, with rules that vary between countries.

The paperwork nobody tells you about after someone dies

After a death, there’s often far more paperwork than people expect — from closing digital accounts to managing insurance, a number of smaller admin tasks quietly appear over time.

The paperwork nobody tells you about after someone dies

After a death, there’s often far more paperwork than people expect — from closing digital accounts to managing insurance, a number of smaller admin tasks quietly appear over time.

The paperwork nobody tells you about after someone dies

After a death, there’s often far more paperwork than people expect — from closing digital accounts to managing insurance, a number of smaller admin tasks quietly appear over time.

The paperwork nobody tells you about after someone dies

After a death, there’s often far more paperwork than people expect — from closing digital accounts to managing insurance, a number of smaller admin tasks quietly appear over time.

Speak with family about end of life planning illustration

How to talk to your family about end-of-life planning

End-of-life planning can be a tough subject to bring up — but it doesn’t have to be awkward. With the right timing, a gentle tone, and a practical approach, it’s possible to start the conversation.

How to talk to your family about end-of-life planning

End-of-life planning can be a tough subject to bring up — but it doesn’t have to be awkward. With the right timing, a gentle tone, and a practical approach, it’s possible to start the conversation.

How to talk to your family about end-of-life planning

End-of-life planning can be a tough subject to bring up — but it doesn’t have to be awkward. With the right timing, a gentle tone, and a practical approach, it’s possible to start the conversation.

How to talk to your family about end-of-life planning

End-of-life planning can be a tough subject to bring up — but it doesn’t have to be awkward. With the right timing, a gentle tone, and a practical approach, it’s possible to start the conversation.

The practical side of grief: why it’s overwhelming, and how to make it easier

After a death, many people face a wave of unfamiliar admin — from probate to paperwork, time-sensitive tasks and emotional strain — all at a time when grief makes everything harder.

The practical side of grief: why it’s overwhelming, and how to make it easier

After a death, many people face a wave of unfamiliar admin — from probate to paperwork, time-sensitive tasks and emotional strain — all at a time when grief makes everything harder.

The practical side of grief: why it’s overwhelming, and how to make it easier

After a death, many people face a wave of unfamiliar admin — from probate to paperwork, time-sensitive tasks and emotional strain — all at a time when grief makes everything harder.

The practical side of grief: why it’s overwhelming, and how to make it easier

After a death, many people face a wave of unfamiliar admin — from probate to paperwork, time-sensitive tasks and emotional strain — all at a time when grief makes everything harder.

Illustration for what to do when someone dies

What to do when someone dies: a simple checklist

In the days and weeks after a death, it’s easy to feel lost — practically and emotionally. This clear checklist outlines some of the most important steps to take, at your own pace.

What to do when someone dies: a simple checklist

In the days and weeks after a death, it’s easy to feel lost — practically and emotionally. This clear checklist outlines some of the most important steps to take, at your own pace.

What to do when someone dies: a simple checklist

In the days and weeks after a death, it’s easy to feel lost — practically and emotionally. This clear checklist outlines some of the most important steps to take, at your own pace.

What to do when someone dies: a simple checklist

In the days and weeks after a death, it’s easy to feel lost — practically and emotionally. This clear checklist outlines some of the most important steps to take, at your own pace.

Illustration - things people forget after a death

The most common things people forget after a death (and how to avoid them)

In the chaos and emotion that follow a death, it’s easy for certain tasks and details to slip through the cracks.

The most common things people forget after a death (and how to avoid them)

In the chaos and emotion that follow a death, it’s easy for certain tasks and details to slip through the cracks.

The most common things people forget after a death (and how to avoid them)

In the chaos and emotion that follow a death, it’s easy for certain tasks and details to slip through the cracks.

The most common things people forget after a death (and how to avoid them)

In the chaos and emotion that follow a death, it’s easy for certain tasks and details to slip through the cracks.

What Is probate, really? A friendly guide for first-timers

A clear, down-to-earth explanation of what probate is, when it’s needed, and how to approach it — especially if you’re navigating it for the first time while grieving.

What Is probate, really? A friendly guide for first-timers

A clear, down-to-earth explanation of what probate is, when it’s needed, and how to approach it — especially if you’re navigating it for the first time while grieving.

What Is probate, really? A friendly guide for first-timers

A clear, down-to-earth explanation of what probate is, when it’s needed, and how to approach it — especially if you’re navigating it for the first time while grieving.

What Is probate, really? A friendly guide for first-timers

A clear, down-to-earth explanation of what probate is, when it’s needed, and how to approach it — especially if you’re navigating it for the first time while grieving.

Pinned posts

I’ve updated the spreadsheets — now with distributions, and more

I’ve updated the spreadsheets — now with distributions, and more

I’ve updated the spreadsheets — now with distributions, and more

I’ve updated the spreadsheets — now with distributions, and more

Why I spent a year creating a spreadsheet to help families after a death

Why I spent a year creating a spreadsheet to help families after a death

Why I spent a year creating a spreadsheet to help families after a death

Why I spent a year creating a spreadsheet to help families after a death

Recent posts

I’ve updated the spreadsheets — now with distributions, and more

I’ve updated the spreadsheets — now with distributions, and more

I’ve updated the spreadsheets — now with distributions, and more

I’ve updated the spreadsheets — now with distributions, and more

Executor? Administrator? Trustee? What do all these roles mean?

Executor? Administrator? Trustee? What do all these roles mean?

Executor? Administrator? Trustee? What do all these roles mean?

Executor? Administrator? Trustee? What do all these roles mean?

End of life planning: a financial checklist

End of life planning: a financial checklist

End of life planning: a financial checklist

End of life planning: a financial checklist

What happens to digital accounts and subscriptions after someone dies?

What happens to digital accounts and subscriptions after someone dies?

What happens to digital accounts and subscriptions after someone dies?

What happens to digital accounts and subscriptions after someone dies?

Can I get probate myself?

Can I get probate myself?

Can I get probate myself?

Can I get probate myself?

Intestacy: what happens if someone dies without a will?

Intestacy: what happens if someone dies without a will?

Intestacy: what happens if someone dies without a will?

Intestacy: what happens if someone dies without a will?

The paperwork nobody tells you about after someone dies

The paperwork nobody tells you about after someone dies

The paperwork nobody tells you about after someone dies

The paperwork nobody tells you about after someone dies

How to talk to your family about end-of-life planning

How to talk to your family about end-of-life planning

How to talk to your family about end-of-life planning

How to talk to your family about end-of-life planning

The practical side of grief: why it’s overwhelming, and how to make it easier

The practical side of grief: why it’s overwhelming, and how to make it easier

The practical side of grief: why it’s overwhelming, and how to make it easier

The practical side of grief: why it’s overwhelming, and how to make it easier

What to do when someone dies: a simple checklist

What to do when someone dies: a simple checklist

What to do when someone dies: a simple checklist

What to do when someone dies: a simple checklist

The most common things people forget after a death (and how to avoid them)

The most common things people forget after a death (and how to avoid them)

The most common things people forget after a death (and how to avoid them)

The most common things people forget after a death (and how to avoid them)

What Is probate, really? A friendly guide for first-timers

What Is probate, really? A friendly guide for first-timers

What Is probate, really? A friendly guide for first-timers

What Is probate, really? A friendly guide for first-timers