Executor's Toolkit

• 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.