Settling an estate can be a complex and overwhelming task, especially for those who have never done it before.
The FinalPlanner Estate Finance Tracking Template is designed to simplify this process, providing a comprehensive yet easy-to-use tool for managing all financial aspects of estate settlement.
This interconnected set of Google Sheets allows executors to efficiently track assets, liabilities, income, and expenses, with separate sections for personal and trust finances.
It includes a dedicated sheet for executor expenses and an automatically updating summary sheet that provides a clear overview of the estate’s financial status.
Whether you’re dealing with a straightforward estate or navigating the complexities of trusts, this template offers step-by-step guidance to help ensure accuracy and completeness.
By organizing all financial information in one place, the FinalPlanner template aims to reduce stress, minimize errors, and provide executors with the confidence they need to fulfill their duties effectively.