NEW FOR 2025
Before Death Spreadsheet
Prepare for your death with our easy-to-use end of life planner. Leave wishes, instructions, account details and more, to bring clarity to your family.
Make life easier for your executors after you've gone
Clear financial summary
Generate a detailed overview of your assets and debts automatically
Log assets, debts, subscriptions and accounts
Leave a clear overview of your estate, with instructions on how to access accounts.
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
Monitor progress
Your executors can track key milestones as they get probate and close your accounts
The only template you’ll need for end of life planning
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
| Feature | Google Sheets version | Excel version |
|---|---|---|
| Sheets and sections | ||
| Instructions | ✔︎ | ✔︎ |
| Choose your currency | ✔︎ | ✔︎ |
| Summary
Information about you, automated financial summary, asset breakdown. | ✔︎ | ✔︎ |
| End of Life
Power of Attorney, healthcare wishes. | ✔︎ | ✔︎ |
| After Death
Organ donation, your will, funeral plan, funeral wishes, accessing accounts and devices, other instructions. | ✔︎ | ✔︎ |
| Contacts
Details of advisers, family and other important contacts. | ✔︎ | ✔︎ |
| Whereabouts
Where your family can find important items. | ✔︎ | ✔︎ |
| 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. | ✔︎ | ✔︎ |
| Extra sheets for your executors | ||
| Progress
A checklist to track overall progress. | ✔︎ | ✔︎ |
| Expenses after death
Funeral costs, other expenses. | ✔︎ | ✔︎ |
| Task tracker
Tasks, Calls, Letters, Emails. | ✔︎ | ✔︎ |
| Other features | ||
| Fully editable | ✔︎ | ✔︎ |
| Example included (read only) | ✔︎ | ✔︎ |
| International use | ✔︎ | ✔︎ |
| Choose currency symbol | ✔︎ | ✔︎ |
| Ready to print | ✔︎ | ✔︎ May require manual configuration. |
| Share and collaborate | ✔︎ Collaborators require a Google account (free). |
✔︎ Requires a Microsoft account and uploading to OneDrive (same for collaborators). |
| Compatible across devices | ✔︎ | ✔︎ Can only be used across devices if uploaded to OneDrive. |
| Guidance built in | ✔︎ | ✔︎ |
| Requirements | ||
| Requirements |
Google account (free) Web browser or Google Sheets app Internet connection |
Microsoft Excel Some features may not work on versions older than Office 365. Microsoft account and uploading to OneDrive required for sharing and collaboration. |
Helping families deal with and plan for a death
