After Death Spreadsheet

Our easy-to-use template helps families and executors get probate, deal with finances and close accounts.

Track finances, close accounts, get probate

After death probate spreadsheet template for executors. Account closures, assets, debts.

Log Assets, Debts and Expenses

Stay on top of account closures, transfers and sales with our clear, easy-to-use template.

Probate spreadsheet template for executors. Manage accounts and subcriptions.

Manage accounts and subscriptions

From cancelling phone contracts to memorialising social media, ensure nothing is overlooked.

Probate spreadsheet. Estate accounts. Financial summary.

Automated financial summary

Generate estate accounts, with a breakdown of asset types.

Task management for executors

Track tasks, calls and emails

Mark status for a clear, visual overview of actions and progress..

After death probate spreadsheet template for executors. Step by step guide, progress checker.

Monitor progress

Track key milestones as you navigate estate administration..

After death probate spreadsheet template for executors. Track distributions. Specific gifts. Residuary beneficiairies.

Make distributions

Manage gifts to beneficiaries with clarity and transparency.

The only spreadsheet you’ll need when someone dies

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.

Compatible across devices

Access your spreadsheet on desktop, tablet, or mobile.

Print-ready

Export or print your data in a professional, easy-to-read format.

Guidance built-in

Notes and tips included throughout, to help you get the most out of every feature..

Track income (advanced)

Hidden feature for advanced users – track income during estate administration.

FAQ

  • 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.

  • 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.

  • 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).

  • Here are the sheets and sections included in the After Death spreadsheet:

    👋 Welcome
    • Select your preferred currency
    • Hints and tips

    ✅ Progress
    • A checklist to track overall progress

    📊 Financial summary
    • Information about the deceased
    • Automated financial summary
    • Asset breakdown

    🏠 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

    ⚱️ Expenses
    • Funeral costs
    • Other expenses

    ➗ Distributions (NEW)
    • Specific gifts
    • Share of what's left
    • Distributions summary and breakdown

    📞 Task tracker
    • Tasks
    • Calls
    • Letters
    • Emails

    🔑 Whereabouts
    • Keep track of important items

    👩🏽‍💼 Contacts
    • Details of advisers, family and other important contacts

  • 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).

  • 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.

Instructions sheet from the After Death Spreadsheet
Progress sheet from the After Death Spreadsheet to help with probate
Financial summary / estate accounts from the After Death Spreadsheet
Financial summary 2 / estate accounts from the After Death Spreadsheet
Assets sheet from the After Death Spreadsheet - bank accounts, cash, investments
Assets sheet from the After Death Spreadsheet - real estate, vehicles, overseas assets
Debts sheet from the After Death Spreadsheet - mortgages and debts
Services sheet from the After Death Spreadsheet - utilities, rentals, subscriptions, digital accounts
Expenses sheet from the After Death Spreadsheet - funeral costs
Tasks tracker sheet from the After Death Spreadsheet - calls, letters, emails
Whereabouts sheet from the After Death Spreadsheet - log locations of key items

Helping families deal with death

  • “Really helpful in keeping things organized during a difficult process.”

    cherylonetsy

  • “Tom is amazing to reach out to and is very responsive, helpful and explains things in a caring way.”

    Patty

  • “The best customer service experience I have had with any company. I highly recommend.”

    Veronica

  • “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

  • "Brilliant spreadsheet for the easy management of a deceased persons estate. Amazing for collaborative working"

    kathryn

Read more Etsy reviews

Simplify probate with the After Death Spreadsheet