01
Executor Estate Tracker
Assets and debts, an IHT estimate, executor account and probate task list
On its own: Executor Estate Tracker, £22.99.
Bundle · for executors & attorneys
2 trackers to show every pound in and out
You have been named executor of a parent's estate, or you are looking after their money under a Lasting Power of Attorney. Either way, someone may one day ask you to show every pound in and out. These two trackers keep that record as you go.
- 2 tools, one download
- Example + blank files
- A Start-here guide for each tool
- One-off price, no subscription
Screens from the example files in this bundle. All names and figures are fictional.
2tools in one download
£39.98for the same tools bought one by one here
£24.99for the bundle, one-off
0macros, add-ons or subscriptions
The list
What you get, tool by tool
02
LPA Attorney Record Keeper
The donor's money in and out, gifts, expenses and decisions, ready for an OPG request
On its own: LPA Attorney Record Keeper, £16.99.
Get the bundle · £24.99 Instant download · one-off price
Get all 2 tools for £24.99 Instant download · stuck? Email us for help
The maths
What the 2 tools cost on their own
| Tool | Format | Price here |
|---|---|---|
| Executor Estate Tracker | Excel & Google Sheets | £22.99 |
| LPA Attorney Record Keeper | Excel & Google Sheets | £16.99 |
| Bought one by one | £39.98 | |
| This bundle | £24.99 once |
Prices are this site's current prices for each tool, including VAT where applicable, as shown on each tool's own page.
What's inside
Everything you download
1 files
- PDF Start-here.pdfopen this first. It lists every file, says which one to open first, and includes each tool's one-page guide
- + UK-Executor-Estate-Tracker.xlsx (filled with fictional example data) and…
- + LPA-Attorney-Accounts.xlsx (filled with fictional example data) and LPA-Attorney-Accounts-BLANK.xlsx (empty…
- + No zip: all 5 files download separately
In this bundle
Good to know
- Every example file uses fictional names and figures
- Each spreadsheet has built-in checks that flag missing or odd entries
Is it right for you?
Made for some, honestly not for others
A good fit if you…
- executors and attorneys in England and Wales, and families sharing the admin
- need several of these records, not just one
- want to pay once, not another subscription
Not for you if you…
- need Apple Numbers or mobile-only editing
- want someone to do the records for you
How it works
Three steps, about 10 minutes to set up
- 1
Open each example file to see how it works
Use the -BLANK copies.
- 2
Executor
List the assets and debts. Attorney: add the donor's accounts
- 3
Log every payment as it happens and check each Dashboard before you…
Microsoft Excel2010 or newer (Windows & Mac) and Microsoft 365
Google SheetsFree Google account. Upload the .xlsx, then set the locale to United Kingdom
0
No macrosNothing to enable, no add-ons or subscriptions. Not designed for Apple Numbers or mobile-only editing. A computer is recommended
- Instant download
- Example + blank files
- Start-here guide
The offer
Complete Executor & Attorney Admin Pack
£24.99one-off · no subscription
£39.98 if you buy the 2 tools one by one here
- Executor Estate Tracker (Excel & Google Sheets)
- LPA Attorney Record Keeper (Excel & Google Sheets)
- Licensed for use within one business or household
Price includes VAT where applicable — calculated at checkout. Secure checkout by Payhip.
Questions? Email info@phkmedia.co.uk
Stuck after you buy? We'll help you set it up.
Digital download, nothing is posted. These templates are record-keeping aids, not legal, tax or financial advice. Terms & licence.
Just need one?
Each tool is also sold on its own
FAQ
Questions people ask
Do I need both?
Many families do: the attorney record while a parent is alive, the estate tracker after. Each also works on its own.
Can family members see it?
Yes, in Google Sheets you can share it. Keep it private: it holds personal and financial data.
Is it a subscription?
No. You pay once and keep the files.
What happens after I pay?
This is a digital product. Nothing physical will be shipped. Your download link appears straight after checkout and is also emailed to you.
Can I get help if I'm stuck?
Yes. Message us at info@phkmedia.co.uk and we'll help you set it up.