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Estate settlement and executor command center spreadsheet for Excel and Google Sheets on laptop, tablet and phone — 45 probate and tax deadlines computed from one date of death, 14 connected tabs. Instant download.

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A printable executor checklist lists the tasks but not the dates. The Deadline Engine tab computes 45 of them from the date of death: 29 apply to this estate, 6 are already overdue, the next one is 48 days away.

Sunday evening at the kitchen table: laptop showing the Deadline Engine, phone beside it, the post still arriving. Next up in 48 days — the creditor claim window closes on Sep 14, 2026.

One date in, fourteen tabs out: Deadline Engine 45 dates, Asset Inventory 18 assets worth $1,727,480, Debts and Claims $119,358 allowed in statutory order, Estate Tax Check $14,102,178 of exclusion at stake.

Deadline engine spreadsheet: enter the date of death once and 45 federal and state deadlines compute themselves — 29 apply to this estate, 6 overdue, the creditor claim window closing in 48 days.

Probate versus non-probate: of a $1,727,480 gross estate only $431,480 goes through the probate court. $1,296,000 — 75.0% — transfers directly by beneficiary designation, survivorship or trust.

Estate tax check: no federal estate tax is owed and no Form 706 is required, yet $14,102,178 of unused exclusion transfers to the surviving spouse only if one is filed. Rev. Proc. 2022-32 leaves 1,690 days.

$1,296,000 of this estate never reaches the probate court — beneficiary designations $662,800, transfer-on-death $350,700, joint survivorship $206,000, revocable trust $76,500 — all still taxable.

In the download: a 14-tab estate settlement and executor command center in four colour themes — deadline engine, asset inventory, debts and claims, estate tax check — plus a 13-page Quick-Start PDF. $31.97.

Estate settlement command center vs a typical executor checklist: computes every deadline from the date of death, splits probate from non-probate, prices portability — 2,114 formulas, 1,088/1,088 math checks.

One download, every date counted — estate settlement and executor command center, 14 connected tabs, 45 deadlines, probate, claims, estate tax and distribution, Excel and Google Sheets, $31.97.

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Spreadsheet System

Estate Settlement & Executor Command Center

Grief doesn't pause for paperwork. So the file keeps the dates.

$31.97

One-time purchase · Instant download · Secure checkout by Stripe · Use code NICHE22 for 22% off

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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.

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

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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:

Start Here

The First Two Weeks

State Settings

Deadline Engine

Asset Inventory

Probate vs Non-Probate

Debts and Claims

Estate Tax Check

Step-Up Basis

Inherited Retirement

Distribution Ledger

Estate Accounting

Contacts and Accounts Log

Reference

You will receive

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

45 dates from one cell

Enter the date of death; the engine computes every deadline, greys out what doesn't apply, and flags what's already overdue.

Most of it skips court

In the sample estate, 75% transfers directly by designation, survivorship and trust — and every dollar of it still counts in the taxable gross estate.

The $14M election

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.

Not everything steps up

Traditional retirement accounts are income in respect of a decedent — they step up by nothing. The basis tab keeps the two worlds straight.

An accounting that ties

Every receipt and distribution in a ledger the court — and the siblings — can check.

Honest engineering

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

Open in Excel — or one-click into Google Sheets

The ACCESS-YOUR-TEMPLATE.pdf in your download opens a copy in Google Sheets with one click

Enter one date

The date of death drives the Deadline Engine — 45 dates compute, the inapplicable grey out

Set your state

Thresholds and windows are labeled inputs with a source column and a verified-on date

Inventory and sort

Assets sort into probate and non-probate; basis and retirement rules attach themselves

Keep the ledger

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.