Popis
An executor inherits a job with deadlines, creditors and beneficiaries watching, and usually no idea of the order operations happen in.
An executor inherits a job with deadlines, creditors and beneficiaries watching, and usually no idea of the order operations happen in.
This is a complete system to organize executor responsibilities and keep the work under control: a
49-page workbook that walks through the method, and a
11-sheet tracker that does the counting for you.
Who this is for
People named as executor settling a modest US estate.
The workbook
Sequence of an estate settlement, notifications in order, asset and debt inventory method, keeping beneficiaries informed, when a professional is required.
The tracker
Asset and liability register, distribution calculator, expense log, notification and deadline tracker. 450 formulas calculate as you fill it in, so
you are reading results rather than building a spreadsheet.
What you get
- 49-page PDF workbook (12,976 words)
- 11-sheet Excel tracker with 450 formulas,
Excel-format .xlsx, recalculated and mutation-tested in LibreOffice Calc. Microsoft Excel desktop and Google Sheets import were not verified; all formulas are visible and unlocked, with no macros or external connections - Read-me-first guide so you know where to start
- Instant download, 160 KB, yours to keep
What this is not
Educational organization and hypothetical cash arithmetic only, not legal, tax, medical, investment or financial advice. Consult a licensed probate attorney about authority, state procedure, creditor treatment and distribution timing, and a qualified tax professional about taxes. No state-specific probate procedures, small-estate thresholds, computed legal deadlines, tax positions, fee calculations or determination of beneficiaries. Being named in a will is not treated as verified authority. Dates, shares, reserves and document facts are entered by the user; the workbook never authorizes a payment. One USD estate account and fixed input ranges; no bank connections, automated reminders or in-kind distribution calculation. The supplied demonstration is explicitly fictional.
