NEW FOR 2025

The Before Death Spreadsheet

An end of life planner to bring clarity to your family

Our easy-to-use spreadsheet helps you leave details of wishes, instructions, accounts, assets and more.

Make life easier for your executors after you've gone

Clear financial summary

Generate a detailed overview of your assets and debts automatically

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

Log assets, debts, subscriptions and accounts

Leave a clear overview of your estate, with instructions on how to access accounts.

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

Leave clear instructions

Provide details of your will, funeral wishes, funeral plan, organ donation and more, for when your family needs it most

Record healthcare wishes

Leave instructions for your family in case you become unwell and lose capacity

People to contact

Let your family know who to contact after you’ve died, and where to find important items

Designed for your executors to use after your death, too

Our template contains all the features of our After Death Spreadsheet, so your family can use it to get probate and administer your estate

Track tasks, calls and emails

Your executors can use this spreadsheet to administer your estate

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

Monitor progress

Your executors can track key milestones as they get probate and close your accounts

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

The only template you’ll need for end of life planning

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.

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

End of life planning made simple with the Before Death Spreadsheet

Make life easier for your family when you’ve gone