The premium Estate Executor Organizer gives you everything the free checklist has, plus the tools that actually carry an executor through probate: a live dashboard, a 27-task phased checklist, detailed asset and debt tracking, an expense log with reimbursement tracking, a beneficiary distribution tracker, and a probate timeline and glossary.
What’s Inside
✔ Live Executor Dashboard
Total Assets, Total Debts, Net Estate Value, and Checklist Progress are calculated instantly as you fill in each tab, no manual math required.
✔ 27-Task Executor Checklist
A pre-built, phase-by-phase checklist carries you from the first week through closing the estate, with status and due dates for every task.
✔ Asset, Debt, and Expense Tracking
Log every asset, debt, and estate expense with automatic running totals, probate priority, and reimbursement tracking already built in.
✔ Beneficiary Distribution Tracker
A live 100% share check keeps every beneficiary’s split balanced before you distribute, so nothing is over- or under-allocated.
✔ Uncapped, Auto-Extending Rows
Add as many assets, debts, or tasks as you need. Formulas and formatting extend automatically as the estate grows.
What’s Included (13 Tabs)
Start Here, Instructions, Dashboard, Executor Checklist, Asset Inventory, Debts & Liabilities, Accounts & Subscriptions, Estate Expenses, Beneficiaries & Distribution, Contacts Directory, Important Documents, Reference, and Settings.
Perfect For
Executors and personal representatives who need one organized place to track every asset, debt, task, and beneficiary through probate, without building their own spreadsheet from scratch.
What You Get
- Premium Estate Executor Organizer, 13 tabs
- Live dashboard with charts
- 27-task executor checklist
- Automatic asset, debt, and expense totals
- Beneficiary distribution tracker with 100% share check
- Uncapped, auto-extending rows
- Works in both Google Sheets and Excel
This is a personal organizer, not legal advice. Always confirm deadlines and requirements with a licensed probate attorney in your state.
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