Interactive dashboard
Estate Executor Checklist
Built for Adult child or surviving spouse (38-62) recently named executor; grieving and overwhelmed; needs a deadline-driven OS for the first 6-12 months of estate administration
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The dashboard
What it is
Built for adult child or surviving spouse (38-62) recently named executor; grieving and overwhelmed; needs a deadline-driven OS for the first 6-12 months of estate administration. Estate Executor OS, Interactive Probate Dashboard, Asset Inventory, Account Closure Tracker, Probate Deadline Auto-Calculator It is a browser-native interactive dashboard that lives in a single HTML file, with nothing to install.
What is Estate Executor Checklist?
Estate Executor Checklist is an interactive dashboard that opens in your web browser. It is one self-contained HTML file — you download it once, double-click it, and it runs. It is built for adult child or surviving spouse (38-62) recently named executor; grieving and overwhelmed; needs a deadline-driven OS for the first 6-12 months of estate administration.
What is included in Estate Executor Checklist?
5 sections, all in the one file:
- Asset Inventory
- Account Closure
- Family Updates
- Distributions Ledger
- Probate Deadlines
Does Estate Executor Checklist need Excel, Google Sheets or a subscription?
No. There is no app to install, no account to create, no login and no recurring fee. It opens in Chrome, Safari, Edge or Firefox on macOS, Windows, iPad or Chromebook, and it keeps working offline once the file is on your machine.
Where does Estate Executor Checklist store my data?
On your own device, in your own browser. Nothing is uploaded, no account is created and no analytics are collected. You can export a backup file at any time and load it on another computer.
How much is Estate Executor Checklist and how is it delivered?
$29, delivered as an instant download the moment you pay. Because it is a digital file, all sales are final.
More about Estate Executor Checklist
You were named executor. Now what? Every overwhelmed adult child handed a manila folder full of deeds, IRA statements, and a 12-page will already knows: the second-worst part of losing a parent is administering their estate. Banks call. Siblings text. The probate court has dates that mean something. You miss one and it costs the estate money.
This is the dashboard that holds the whole thing together for the first 6 to 12 months, in one browser file, on any device, with no install and no monthly fee.
What you get, 5 interactive tabs that talk to each other:
📋 Tab 1, Asset Inventory. 60 pre-filled rows across 8 categories: bank accounts, brokerage, retirement, real estate, vehicles, life insurance, digital assets, personal property. Type once, reference everywhere.
📞 Tab 2, Account Closure Tracker. Every bank, credit card, utility, subscription, and membership tagged Not Started / Notified / Documents Sent / In Progress / Closed. Stop opening Google Sheets to remember if you already called Verizon.
✉️ Tab 3, Family Updates. Log what you told which beneficiary, when, with notes. Auto-generates a beneficiary status email template. No more sibling phone calls asking what the latest is.
💰 Tab 4, Distributions Ledger. Enter the estate value once. Auto-calculates each beneficiary’s share by percentage. Track payment date and signed receipt for every distribution.
⏰ Tab 5, Probate Deadline Auto-Calculator ★ EXCLUSIVE. Enter date of death and state. Get every statutory deadline back: notice to probate, 90-day inventory filing, 6-month creditor claim window close, 9-month federal estate tax filing. Nothing on Etsy ships this.
Why this beats the spreadsheets you’ve seen:
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One file. Opens in any browser. No Excel licence, no Google login.
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Your data never leaves your browser, saves locally, JSON export for backup.
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Print-ready summary page for handing off to your estate attorney.
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Works offline. Open it on a plane, at the courthouse, on your iPad.
Comes with:
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The interactive dashboard (HTML, opens in any browser)
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A4 printable workbook PDF (47 pages)
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US Letter printable workbook PDF (47 pages)
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Instructions PDF, how to open, save, back up
You can build a Notion version too. Message the shop after purchase, every buyer gets the free Notion conversion template within 24 hours. Same five tabs, same auto-calculations, synced across devices.
⚡ Instant download. Lifetime access. One file, any browser, no subscription, ever.
5 Tabs included
- ◈
Asset Inventory
Log every account, property, vehicle, insurance policy, and digital asset in one place
- ≡
Account Closure
Track cancel/transfer/closed status for every bank, credit card, utility, and subscription
- ⊞
Family Updates
Log what you told which beneficiary, when, with notes — no more sibling phone calls
- ◉
Distributions Ledger
Calculate beneficiary share, log payment date, capture signed receipt
- ★
Probate Deadlines
Enter date of death + state, get every statutory deadline auto-calculated (notice to probate, inventory due, creditor window, estate tax)
Exclusive Feature
Probate Deadline Auto-Calculator takes date-of-death and state of probate, returns the full statutory timeline: notice to probate (typically 14 days post-admission), estate inventory filing (90 days post-appointment), creditor claim window close (6 months post-death), federal estate tax filing (9 months post-death). No Etsy competitor ships this — all current top results are static spreadsheets.
This is built into the fifth tab and is unavailable in any static template, spreadsheet, or Notion template on the market.
Gallery
Learn more
How to Manage an Estate as Executor: A Step-by-Step Guide
A step-by-step estate executor guide: asset inventory, account closures, beneficiary communication, distributions, and the probate deadline calculator
GuideProbate Deadlines: What Every Executor Must Know and Track
Key probate deadlines every executor must track — estate inventory, creditor windows, estate tax filing, and the statutory timeline from date of death.
ComparisonEstate Executor Checklist: Spreadsheet vs. Software vs. Offline Dashboard
Comparing estate executor tools: free spreadsheet checklists, EstateExec software, and an offline dashboard with a Probate Deadline Auto-Calculator
List10 Tasks Every Estate Executor Must Complete in the First 90 Days
The 10 probate tasks that carry legal deadlines in the first 90 days of estate administration — what each is, why it matters, and when to do it.
Before you buy
Frequently asked questions
- What is Estate Executor Checklist?
- Estate Executor Checklist is an interactive dashboard that opens in your web browser. It is one self-contained HTML file — download it once, double-click it, and it runs. No app, no account, no subscription.
- Does Estate Executor Checklist need Excel or Google Sheets?
- No. It is not a spreadsheet and does not open in one. It runs in Chrome, Safari, Edge or Firefox on macOS, Windows, iPad or Chromebook, and keeps working offline.
- What is included in Estate Executor Checklist?
- 5 sections in a single file: Asset Inventory, Account Closure, Family Updates, Distributions Ledger, Probate Deadlines.
- Does it work offline?
- Yes — completely. The dashboard is a single HTML file. Once downloaded, it runs entirely in your browser with no internet connection needed. All data autosaves to your browser's localStorage.
- Which devices and browsers are supported?
- Works in Chrome, Edge, Safari, and Firefox on macOS, Windows, iPad, and Chromebook. No app to install, no account to create. Just open the file.
- What is your refund policy?
- All sales are final. This is an instant download delivered in full at payment, so it cannot be returned. If a file will not open or a feature does not work as described, that is a defect and it gets fixed at no cost — email hello@listingresearchos.com and you will get a corrected file.
- How do I install it?
- There is nothing to install. After purchase, download the HTML file. Double-click to open in your browser. That's it. A HOW-TO-SAVE.txt is included explaining how to back up and restore your data.
- Is my data private?
- Completely. Everything runs locally — no login, no analytics, no data sent to any server. Your data is stored only in your browser's localStorage. You own it entirely.
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