Estate Executor Spreadsheet (Google Sheets & Excel)

Take complete control of estate settlement, probate court filings, asset inventories, and beneficiary distributions. The DownloadSuite Estate Executor & Settlement Tracker is an automated fiduciary operating system engineered specifically for appointed executors, estate administrators, trustees, and families settling a loved one's estate.

Stop feeling overwhelmed by disorganized probate paperwork, complicated creditor claims, and estate accounting requirements. This all-in-one Google Sheets and Excel system organizes the entire estate settlement lifecycle — from conducting a comprehensive date-of-death asset inventory (Real Estate, Bank Accounts, Brokerages, Vehicles, Personal Belongings) to tracking creditor claims by statutory priority, calculating residuary beneficiary distribution shares, and maintaining court-ready fiduciary accounting ledgers.

What's Included in This System:

• Executor Command Dashboard: High-contrast KPI cards for Gross Estate Valuation, Total Debts & Claims ($), Net Distributable Estate, Active Beneficiaries Count, and Probate Milestone Completion %. Includes an interactive asset distribution breakdown.
• Comprehensive Asset Inventory: Catalog real estate, bank accounts, investment portfolios, retirement funds, vehicles, and tangible personal property with date-of-death values and liquidation tracking.
• Debts & Creditor Claims Register: Organize mortgages, funeral costs, medical bills, and credit card claims ranked by statutory probate priority classes (Secured, Funeral, Administration, Medical, General Unsecured).
• Beneficiary Allocation Matrix: Calculate specific cash bequests, percentage shares of the residuary estate, and advance distributions automatically with zero formula errors.
• Court-Ready Probate Accounting Ledger: Track all estate financial inflows, asset sales, administrative disbursements, and legal fees formatted for formal court filings.
• 50-Point Step-by-Step Executor Checklist: Complete fiduciary roadmap from obtaining death certificates and filing for Letters Testamentary to publishing creditor notices, asset transfers, and final court discharge.
• Companion AI Prompt Guide Included: Complete 15-module AI prompt guide for probate court petition drafting, asset location, debt negotiation, and fiduciary accounting summaries.
• Light & Dark Mode Included: High-contrast Dark Mode (Executive Amber & Slate) for focused evening work plus clean minimalist Light Mode.

How to Use:

1. Open the Google Sheets link or native Excel workbook and catalog all known assets in the Asset Inventory tab.
2. Log all incoming bills in the Creditor Claims tab and follow the 50-point Executor Checklist.
3. Record all cash transactions in the Accounting Ledger and calculate inheritance shares in the Beneficiaries tab.