Estate Tracking Worksheet

This Spreadsheet Is The Third Component To The Executor's Compass Suite™

This suite includes three tools designed to work together and support you through every stage of estate administration.

Executor's Compass™ is your core guide, a comprehensive, self-paced interactive tool that walks you through estate administration from the first 48 hours to final distribution. It's built for real executors, with province-specific guidance and plain language throughout, so you always know what's time-sensitive, what's coming next, and what to watch out for.

The Executor's Planner gives you a structured framework for thinking ahead, tracking where things stand, and keeping the process moving forward, even when it slows down or gets complicated.

Both tools open directly in your browser, using the password you received at purchase.

Estate Administration Spreadsheet

The spreadsheet below keeps everything in one place: assets, debts, contacts, tasks, and tracking. So nothing gets missed and you're not piecing things together from memory when you need the information most. Download it using the same password you received at purchase and open it in Excel to get started.

Estate Tracking Worksheet

Published by Sunshine on April 14, 2026

Estate Tracking Worksheet