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Estate Planning Spreadsheet: overview of what's included

Overview

The Estate & Accounts Organizer is the financial side of being prepared. List your bank accounts, retirement and investments, property, debts, insurance and recurring bills, and the summary tab works out your estimated net worth and monthly costs for you.

It also notes beneficiaries, joint and payable-on-death accounts, where titles are kept and which subscriptions to cancel later, so whoever handles your affairs isn't left piecing it together. Review it once a year and let your executor know where it is.

  • Net worth worked out

    Assets, debts and estimated net worth on one summary tab.

  • Monthly costs clear

    Bills and subscriptions converted to a monthly figure.

  • Beneficiaries noted

    Joint, payable-on-death and beneficiary details for each account.

  • A map for your executor

    Contacts and a locator for 16 key documents.

What's inside

How it works

  1. 1

    Buy on Etsy, then download START-HERE.pdf and the Excel file from your Etsy Purchases page.

  2. 2

    Click the Google Sheets link to make your own copy, or open the Excel file, then delete the example rows.

  3. 3

    Add what you have, review it once a year and tell your executor where it is.

Good to know

  • Digital download: nothing is shipped
  • Personal use license: please don't share or resell the files
  • A template, not legal advice: check the rules where you live, or ask a lawyer. It is not a will and doesn't replace a will, trust, power of attorney or advance directive
  • Write down where things are kept, never full passwords, PINs or Social Security numbers
  • Not financial or tax advice

Questions

What should an executor know about my finances?

Your accounts and where they're held, investments and their beneficiaries, property, debts, insurance policies, recurring bills and where key documents are kept. Each has its own tab here.

Does it work in Excel?

Yes. You get a Google Sheets copy link and an Excel file, and it also works in Numbers.

Is it safe to store account details?

Record where accounts are and who to contact, not full passwords, PINs or Social Security numbers. The digital accounts tab is built to work without passwords.

Is this estate planning advice?

No. It's an organizer, not a will or legal document, and not financial or tax advice. Talk to an attorney about wills, trusts and other legal documents.

How it's made: designed by Sorted Templates. We use AI tools to help draft text and lay out pages, and every page is reviewed and edited by us before it's listed. Lifestyle and mockup images may be AI-generated or AI-edited; the page previews show the actual files.

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