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▶Estate Settlement & Executor Command Center
Grief doesn't pause for paperwork. So the file keeps the dates.
5.0shop rating · 6 Etsy reviewsGrief doesn't pause for paperwork. So the file keeps the dates. Being named executor arrives at the worst possible moment. You are grieving, and the paperwork does not wait. There are dates now — a few federal, most of them your state's — and every one of them is counted from the day someone died. This workbook does that counting. You enter the date of death once, and fourteen connected tabs work out the rest.
- Deadline Engine — 45 deadlines computed from one cell, with overdue flags
- Probate vs Non-Probate — what goes through court and what transfers directly
- Portability election — the five-year window most executors never hear about
- Step-Up Basis & Inherited Retirement — what steps up, what doesn't, and the 10-year rule
- Estate Accounting — a distribution ledger that has to tie before anything ships
Overview
Grief doesn't pause for paperwork. So the file keeps the dates.
Being named executor arrives at the worst possible moment. You are grieving, and the paperwork does not wait. There are dates now — a few federal, most of them your state's — and every one of them is counted from the day someone died. This workbook does that counting. You enter the date of death once, and fourteen connected tabs work out the rest.
One date in. Every date out.
What's Included
14 connected tabs:
- Estate-Settlement-Executor-Command-Center.xlsx — the 14-tab engine (Excel + Google Sheets)
- Bonus Themes folder — the same workbook in Light, Dark and Editorial
- Quick-Start-Guide.pdf + ACCESS-YOUR-TEMPLATE.pdf — one-click Google Sheets access + the video tutorial link
- README + LICENSE — delivered as one ZIP, instant download
Key Benefits
Why this one
Enter the date of death; the engine computes every deadline, greys out what doesn't apply, and flags what's already overdue.
In the sample estate, 75% transfers directly by designation, survivorship and trust — and every dollar of it still counts in the taxable gross estate.
Portability is never automatic: a non-taxable estate gets five years to file the 706 and preserve the spouse's exclusion. The file counts those days too.
Traditional retirement accounts are income in respect of a decedent — they step up by nothing. The basis tab keeps the two worlds straight.
Every receipt and distribution in a ledger the court — and the siblings — can check.
2,114 formulas · recalculated clean · 1,088/1,088 independent math checks. Every image is the real file.
Who It's For
Built for
- The person just named executor or personal representative
- First-time executors handed a folder, a court date and no map
- Co-executors who need to look at the same accounting
- Families settling an estate across state lines — every state field is yours to set, with a source column
How It Works
Up and running in minutes
The ACCESS-YOUR-TEMPLATE.pdf in your download opens a copy in Google Sheets with one click
The date of death drives the Deadline Engine — 45 dates compute, the inapplicable grey out
Thresholds and windows are labeled inputs with a source column and a verified-on date
Assets sort into probate and non-probate; basis and retirement rules attach themselves
Debts, claims, distributions and the accounting that has to tie
Why It's Different
Not another template
Executor products are printable binders — pages of empty boxes. This one computes: deadlines from the death date, probate sorting, the estate-tax check against the $15M exclusion, step-up rules, the portability countdown. Nothing state-specific is hard-coded, because those numbers change and a binder can't.
Delivery & Compatibility
Instant, and works with what you use
As soon as your order is complete you get instant access to download your files. Prefer Google Sheets for real-time updates and dropdowns? It's fully optimized. More comfortable in Excel? It works just as well.
Built and tested in the latest Excel (Office 365). On Mac we recommend the Google Sheets version — the template is not compatible with Apple Numbers. Available in English. The template ships with sample data so every screen works on open; clear it whenever you're ready. The images and video show that sample data to demonstrate how it looks in use.
FAQ
Questions, answered
Does it work in Google Sheets?
Yes — one click: the ACCESS-YOUR-TEMPLATE.pdf in your download opens a copy straight into Google Sheets. The .xlsx works in Excel too.
Is this for estate planning?
No — if nobody has died, this is the wrong file. It is for settling an estate that is now yours to settle.
Are my state's deadlines built in?
The engine ships with the structure and the federal dates; state numbers are labeled inputs with a source column and verified-on date — because they differ and change (one state's threshold changed 27 days before this build).
Am I personally liable as executor?
Serving doesn't make you liable for the decedent's debts; liability is for your own errors in administration. The file's ledger and accounting exist to keep those from happening — and a lawyer is still a good idea.
Is anything pre-loaded?
A complete sample estate (Margaret A. Cole — fictional) ships inside so every screen works on open — clear it when you're ready.
Can I get a refund on a digital download?
Because delivery is instant, all sales are final — but message us with any issue and we'll make it right.
This is an organizational planning tool, not legal or tax advice. Estate law is state-specific; some states require counsel for personal representatives. Verify every deadline and figure with the court or a professional. For personal use only. © 2026 NicheToolkitHub — no resale or redistribution.
