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NEW FOR 2025

End-of-life planning and probate, made simple

Our easy-to-use templates help families and executors record wishes, manage tasks, close accounts and get probate

Graphic of a computer with probate and estate planning spreadsheet

Helpful tools, before and after a death

Plan for your death

Before Death Spreadsheet

Bring peace of mind to your loved ones. Our end-of-life planner gives clarity to your family after your death.

Plan for your death

Before Death Spreadsheet

Bring peace of mind to your loved ones. Our end-of-life planner gives clarity to your family after your death.

Plan for your death

Before Death Spreadsheet

Bring peace of mind to your loved ones. Our end-of-life planner gives clarity to your family after your death.

Plan for your death

Before Death Spreadsheet

Bring peace of mind to your loved ones. Our end-of-life planner gives clarity to your family after your death.

Deal with a death

After Death Spreadsheet

Manage tasks and finances after a death, to help get probate and close accounts

Deal with a death

After Death Spreadsheet

Manage tasks and finances after a death, to help get probate and close accounts

Deal with a death

After Death Spreadsheet

Manage tasks and finances after a death, to help get probate and close accounts

Deal with a death

After Death Spreadsheet

Manage tasks and finances after a death, to help get probate and close accounts

Plan for your death

Before Death Printable Planner

Our end-of-life planner gives clarity to your family after your death. For those who prefer pen and paper.

Plan for your death

Before Death Printable Planner

Our end-of-life planner gives clarity to your family after your death. For those who prefer pen and paper.

Plan for your death

Before Death Printable Planner

Our end-of-life planner gives clarity to your family after your death. For those who prefer pen and paper.

Plan for your death

Before Death Printable Planner

Our end-of-life planner gives clarity to your family after your death. For those who prefer pen and paper.

Deal with a death

After Death Printable Planner

Manage tasks and finances after a death. For those who prefer pen and paper.

Deal with a death

After Death Printable Planner

Manage tasks and finances after a death. For those who prefer pen and paper.

Deal with a death

After Death Printable Planner

Manage tasks and finances after a death. For those who prefer pen and paper.

Deal with a death

After Death Printable Planner

Manage tasks and finances after a death. For those who prefer pen and paper.

Professional

Professional License

For probate and estate planning professionals, a simple way to gather data, manage cases and collaborate.

Professional

Professional License

For probate and estate planning professionals, a simple way to gather data, manage cases and collaborate.

Professional

Professional License

For probate and estate planning professionals, a simple way to gather data, manage cases and collaborate.

Professional

Professional License

For probate and estate planning professionals, a simple way to gather data, manage cases and collaborate.

Trusted by hundreds of families worldwide

Reviews from our Etsy purchasers. Read all our Etsy reviews.

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
Really helpful in keeping things organized during a difficult process
cherylonetsy
I've been stressing on how to lay out the final estate accounting and this made it super easy. Thank you!
chuckaluckadoo
Brilliant spreadsheet for the easy management of a deceased persons estate. Amazing for collaborative working.
kathryn
The best customer service experience I have had with any company. I highly recommend.
Veronica
Awesome customer service & I am thankful he created these spreadsheets to ease our burdens!
Valerie

Trusted by hundreds of families worldwide

Reviews from our Etsy purchasers. Read all our Etsy reviews.

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
Really helpful in keeping things organized during a difficult process
cherylonetsy
I've been stressing on how to lay out the final estate accounting and this made it super easy. Thank you!
chuckaluckadoo
Brilliant spreadsheet for the easy management of a deceased persons estate. Amazing for collaborative working.
kathryn
The best customer service experience I have had with any company. I highly recommend.
Veronica
Awesome customer service & I am thankful he created these spreadsheets to ease our burdens!
Valerie

Trusted by hundreds of families worldwide

Reviews from our Etsy purchasers. Read all our Etsy reviews.

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
Really helpful in keeping things organized during a difficult process
cherylonetsy
I've been stressing on how to lay out the final estate accounting and this made it super easy. Thank you!
chuckaluckadoo
Brilliant spreadsheet for the easy management of a deceased persons estate. Amazing for collaborative working.
kathryn
The best customer service experience I have had with any company. I highly recommend.
Veronica
Awesome customer service & I am thankful he created these spreadsheets to ease our burdens!
Valerie

Trusted by hundreds of families worldwide

Reviews from our Etsy purchasers. Read all our Etsy reviews.

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
Really helpful in keeping things organized during a difficult process
cherylonetsy
I've been stressing on how to lay out the final estate accounting and this made it super easy. Thank you!
chuckaluckadoo
Brilliant spreadsheet for the easy management of a deceased persons estate. Amazing for collaborative working.
kathryn
The best customer service experience I have had with any company. I highly recommend.
Veronica
Awesome customer service & I am thankful he created these spreadsheets to ease our burdens!
Valerie

Frequently asked questions

I've never done this before – can I use your spreadsheets?

Which spreadsheet should I choose?

Google Sheets vs Excel – are the spreadsheets the same?

What's included in my purchase?

What do I need in order to use the spreadsheets?

Can I edit the spreadsheets?

Where are your prices and where do I buy?

This little kit changed my life. It look all the information swirling around in my head and put it into one easy to use location. Thanks SO much for sharing your expertise and providing something so affordable and easy to use!

Sandra, Etsy purchaser, June 2025