The Executor’s Toolkit is an Excel spreadsheet to help executors track and organize information critical to estate transition.

Account Transition Tracking File With Income/Expense Planner

This spreadsheet is a tool to help you organize the most important information about you or your Loved One's estate.
These include key pieces of information that you will need again and again:
- Web, app, and device accounts
- Bank and brokerage accounts
- Credit cards and other debts
- A month-by-month cash flow planner where you can track regular income and expenses
Additionally, the worksheet automatically generates a consolidated To-Do list based on the information you have entered in each of the worksheets.

Executor Time, Mileage, and Expense Tracking Sheet

The estate executor or administrator is entitled to be reimbursed for auto mileage and out-of-pocket expenses.
Tracking time, mileage, and expenses as an executor is crucial for optimizing resource allocation, improving efficiency, and ensuring accurate project planning and budgeting.

Personal Assets Inventory Tracking Sheet

Tracking the personal assets of an estate is important for accurate estate valuation, equitable distribution among heirs, preventing disputes, and fulfilling legal requirements, ensuring a transparent and efficient process of estate settlement.

Executor's Toolkit