Excel + Google Sheets
Executor Checklist & Estate Tracker
When someone dies and it's on you: a 21-step checklist from official IRS and SSA guidance, plus trackers for assets, debts, estate money, calls and deadlines.
- 21 steps in order, from death certificates to closing the estate
- Assets, debts and a running estate-account balance
- Deadlines turn red when they're close, calls log with case numbers
- Facts from IRS and SSA pages, checked November 2026
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