Professional License
Professional License
Professional License
Simple for clients, powerful for professionals. Our Professional License permits use of our spreadsheets on unlimited probate and estate planning cases.
Simple for clients, powerful for professionals. Our Professional License permits use of our spreadsheets on unlimited probate and estate planning cases.
Simple for clients, powerful for professionals. Our Professional License permits use of our spreadsheets on unlimited probate and estate planning cases.
The client-friendly way to capture every detail
Our easy-to-use spreadsheets support probate and inheritance planning cases from first details to final accounts.
Make unlimited copies of our spreadsheets for one fixed price
Our Professional License permits use across any number of client cases — whether that’s the Before Death Spreadsheet, the After Death Spreadsheet or both.
Make unlimited copies of our spreadsheets for one fixed price
Our Professional License permits use across any number of client cases — whether that’s the Before Death Spreadsheet, the After Death Spreadsheet or both.
Make unlimited copies of our spreadsheets for one fixed price
Our Professional License permits use across any number of client cases — whether that’s the Before Death Spreadsheet, the After Death Spreadsheet or both.
Ready to go, easy to use
Most clients are familiar with spreadsheets – no app to download, no training, no new software to learn. Available for Excel or Google Sheets, so you and your clients can get started straight away.
Ready to go, easy to use
Most clients are familiar with spreadsheets – no app to download, no training, no new software to learn. Available for Excel or Google Sheets, so you and your clients can get started straight away.
Ready to go, easy to use
Most clients are familiar with spreadsheets – no app to download, no training, no new software to learn. Available for Excel or Google Sheets, so you and your clients can get started straight away.
Structured and reliable
Dedicated sheets for assets, debts, tasks, subscriptions, and distributions — so nothing gets overlooked.
Structured and reliable
Dedicated sheets for assets, debts, tasks, subscriptions, and distributions — so nothing gets overlooked.
Structured and reliable
Dedicated sheets for assets, debts, tasks, subscriptions, and distributions — so nothing gets overlooked.
Collaborate effortlessly
Share with clients in Google Sheets or OneDrive — fill in details together or separately.
Collaborate effortlessly
Share with clients in Google Sheets or OneDrive — fill in details together or separately.
Collaborate effortlessly
Share with clients in Google Sheets or OneDrive — fill in details together or separately.
Clear financial overview
Totals and breakdowns update automatically — giving you and yours clients a clear snapshot of estates without complex software or manual calculations.
Clear financial overview
Totals and breakdowns update automatically — giving you and yours clients a clear snapshot of estates without complex software or manual calculations.
Clear financial overview
Totals and breakdowns update automatically — giving you and yours clients a clear snapshot of estates without complex software or manual calculations.
Powerful features for probate and estate planning advisers
Powerful features for probate and estate planning advisers
Global use
USA, Canada, UK, Australia and beyond. Choose from 6 currencies or add your own.
Global use
USA, Canada, UK, Australia and beyond. Choose from 6 currencies or add your own.
Global use
USA, Canada, UK, Australia and beyond. Choose from 6 currencies or add your own.
Global use
USA, Canada, UK, Australia and beyond. Choose from 6 currencies or add your own.
Fully editable
Make unlimited changes to add your firm's branding or tweak the content.
Fully editable
Make unlimited changes to add your firm's branding or tweak the content.
Fully editable
Make unlimited changes to add your firm's branding or tweak the content.
Fully editable
Make unlimited changes to add your firm's branding or tweak the content.
Print ready
Export or print your data in a professional, easy-to-read format.
Print ready
Export or print your data in a professional, easy-to-read format.
Print ready
Export or print your data in a professional, easy-to-read format.
Print ready
Export or print your data in a professional, easy-to-read format.
Guidance built in
Notes and tips included throughout, to help your clients get the most out of every feature.
Guidance built in
Notes and tips included throughout, to help your clients get the most out of every feature.
Guidance built in
Notes and tips included throughout, to help your clients get the most out of every feature.
Guidance built in
Notes and tips included throughout, to help your clients get the most out of every feature.
Seamless collaboration
Share with clients and staff using Google Sheets’ or OneDrive’s built-in sharing options.
Seamless collaboration
Share with clients and staff using Google Sheets’ or OneDrive’s built-in sharing options.
Seamless collaboration
Share with clients and staff using Google Sheets’ or OneDrive’s built-in sharing options.
Seamless collaboration
Share with clients and staff using Google Sheets’ or OneDrive’s built-in sharing options.
Compatible across devices
Access your spreadsheet on desktop or tablet (recommended), or mobile.
Compatible across devices
Access your spreadsheet on desktop or tablet (recommended), or mobile.
Compatible across devices
Access your spreadsheet on desktop or tablet (recommended), or mobile.
Compatible across devices
Access your spreadsheet on desktop or tablet (recommended), or mobile.
Getting started is simple
Getting started is simple
Getting started is simple
It only takes a few steps to start using our spreadsheets with your clients — simple, fast, and flexible.
It only takes a few steps to start using our spreadsheets with your clients — simple, fast, and flexible.
How it works…
How it works…
How it works…
1
Explore our products — find the spreadsheets that suit you
Explore our products — find the spreadsheets that suit you
Explore our products — find the spreadsheets that suit you
2
Buy the ones you need — Before Death, After Death or both
Buy the ones you need — Before Death, After Death or both
Buy the ones you need — Before Death, After Death or both
3
Buy our extended license – this will unlock permission to use the spreadsheets across unlimited cases.
Buy our extended license – this will unlock permission to use the spreadsheets across unlimited cases.
Buy our extended license – this will unlock permission to use the spreadsheets across unlimited cases.
4
Use with clients – edit, copy, share with clients and manage cases
Use with clients – edit, copy, share with clients and manage cases
Use with clients – edit, copy, share with clients and manage cases
What's included?
What's included?
Dig into the details and read the full terms of our Professional License.
Dig into the details and read the full terms of our Professional License.
Frequently asked questions
How many copies can I make?
How many copies can I make?
How many copies can I make?
How many copies can I make?
Can I edit the spreadsheet, for example to add my own branding?
Can I edit the spreadsheet, for example to add my own branding?
Can I edit the spreadsheet, for example to add my own branding?
Can I edit the spreadsheet, for example to add my own branding?
Where's your pricing?
Where's your pricing?
Where's your pricing?
Where's your pricing?
Can I try the spreadsheets first?
Can I try the spreadsheets first?
Can I try the spreadsheets first?
Can I try the spreadsheets first?
Who provides support to our clients?
Who provides support to our clients?
Who provides support to our clients?
Who provides support to our clients?
Are updates included?
Are updates included?
Are updates included?
Are updates included?
Is this a case management system?
Is this a case management system?
Is this a case management system?
Is this a case management system?
Do the spreadsheets calculate tax?
Do the spreadsheets calculate tax?
Do the spreadsheets calculate tax?
Do the spreadsheets calculate tax?
Do you offer white-labelling?
Do you offer white-labelling?
Do you offer white-labelling?
Do you offer white-labelling?
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
PROFESSIONAL LICENSE
Buy from our Etsy shop
Start using our spreadsheets across unlimited client cases today
Follow us:
Insta
After A Death © 2025. Our tools are not replacements for professional legal or financial advice. Terms of use.
Follow us:
Insta
After A Death © 2025. Our tools are not replacements for professional legal or financial advice. Terms of use.
Follow us:
Insta
After A Death © 2025. Our tools are not replacements for professional legal or financial advice. Terms of use.