Before Death Spreadsheet
Plan for your death. Our easy-to-use end of life planner helps you bring clarity to your family after your death.
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.
FAQ
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If you’re an executor of family member dealing with someone’s death, pick the After Death Spreadsheet.
(Including if you’re expecting to deal with a death imminently.)
If you’d like to plan ahead for your own death, pick the Before Death Spreadsheet.
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Our spreadsheets come in either Google Sheets or Excel format. They are almost the same.
Key differences:
Collaboration: to collaborate with others with the Excel version, you must upload to OneDrive. This requires a Microsoft account (free). It is not possible to collaborate remotely using the Excel desktop app. (The Google Sheets version is ready for collaboration out of the box.)
Printing: the Excel version requires some manual configuration to print accurately.
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Google Sheets version: Get Started guide (PDF), which includes links and instructions to access your blank spreadsheet and the example.
Excel version: Get Started Guide (PDF), blank spreadsheet for your use (.xlsx), ready-only example spreadsheet (.xlsx).
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The sheets and sections included in the Before Death spreadsheet:
👋 Welcome
• Select your preferred currency
• Hints and tips
📊 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
👩🏽💼 People to Contact
• 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
• Business assets
• 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 >>
Includes all the features of the After Death Spreadsheet, so your family or executors can continue using the spreadsheet after your death, to administer your estate. Extra sheets for your executors include...
✅ Progress
• A checklist to track progress dealing with your estate
⚱️ Expenses after death
• Funeral costs
• Other expenses
➗ Distributions
• Specific gifts
• Share of what's left
• Distributions summary and breakdown
📞 Task tracker
• Tasks
• Calls
• Letters
• Emails -
Google Sheets version:
Google account (free), web browser or Google Sheets app, Internet connection.
Excel version:
Microsoft Excel (some features may not work on versions older than Office 365).
Microsoft account required for sharing and collaboration (to upload to OneDrive).
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Yes, both the Google Sheets and Excel versions are fully editable. You can make whatever changes you want.
I can’t support with custom edits or issues arising from them.
See Inside
This is the Google Sheets version. The Excel version looks very similar.
Helping customers plan for their death
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“Really helpful in keeping things organized during a difficult process.”
cherylonetsy
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“Tom is amazing to reach out to and is very responsive, helpful and explains things in a caring way.”
Patty
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Really useful for gathering together the important important data that your family need to know in the event of your death.
Verified Etsy User
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“The best customer service experience I have had with any company. I highly recommend.”
Veronica
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“Really well laid out and super nice to use. Lots of thought has clearly gone into it. It’s taken a weight off my mind.”
Thomas
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"Brilliant spreadsheet for the easy management of a deceased persons estate. Amazing for collaborative working"
kathryn
