01
Dashboard
Net estate, cash held, estimated IHT, tasks done, key dates, money summary, next tasks and data checks, with three charts (estate by category, executor account by month, tasks by stage)
For lay executors in England & Wales
7 reasons to keep the estate record as you go
Being an executor means keeping track of a lot at a difficult time. This Complete UK Executor Estate Tracker puts it all in one file: what the person owned and owed, every payment in and out of the estate account, an Inheritance Tax estimate, who inherits what, a 34-step checklist and printable estate accounts.
- Excel & Google Sheets, no macros
- Example + blank file
- Start-here guide
- One-off price, no subscription
Screens from the included example file. All names and figures are fictional.
300assets & debts rows
1,000money in & out rows
34common executor steps
0macros, add-ons or subscriptions
The list
Why a ready-made tracker beats paper and a blank spreadsheet
02
Assets & Debts (300 rows)
Value at the date of death, joint share, items outside the estate, valuation basis and stage, plus what is still to collect or pay
Get the tracker · £22.99 Instant download · Excel & Google Sheets
03
Money In & Out (1,000 rows)
The executor account with a running balance, linked to assets, debts and beneficiaries, and checks for missing dates, wrong categories and an overdrawn balance
IHT estimate
£325,000 nil-rate band, £175,000 residence nil-rate band with the £2m taper, transferred allowances, gifts in the last 7 years, spouse and charity exemptions and the 36% rate
Key dates worked out
IHT payment due (end of the 6th month), IHT400 due (12 months) and 6 months after the grant
Beneficiaries
Specific gifts, cash legacies and residue shares, with entitlement, paid so far and still to pay
Estate Accounts
A printable summary for the beneficiaries, with sign-off lines
Get the tracker · £22.99 Instant download · stuck? Email us for help
Compare
Three ways to keep these records
| Feature | Paper or notes | A blank spreadsheet | This tracker |
|---|---|---|---|
| Dashboard | ✗No | ~ If you build it | ✓ Built in |
| Assets & Debts (300 rows) | ✗No | ~ If you build it | ✓ Built in |
| Money In & Out (1,000 rows) | ✗No | ~ If you build it | ✓ Built in |
| IHT estimate | ✗No | ~ If you build it | ✓ Built in |
| Key dates worked out | ✗No | ~ If you build it | ✓ Built in |
| Cost | Free, plus your time | Free, plus your time | £22.99 once |
What's inside
Everything you download
3 files
- XLSX UK-Executor-Estate-Tracker.xlsxfilled with a fictional example estate so you can see how it all works
- XLSX UK-Executor-Estate-Tracker-BLANK.xlsxempty, with the 34-step task list ready to use
- PDF Start-here.pdfone-page quick-start guide, including how to open it in Google Sheets
Also included
- Tasks: 34 common executor steps for England and Wales, plus your own, with due dates and overdue flags
Good to know
- For deaths on or after 6 April 2027, most unused pension funds count for IHT. The file reminds you; you choose how to enter pensions
- More UK tools from PHKSheets.
- One licence for the estate you are dealing with
Is it right for you?
Made for some, honestly not for others
A good fit if you…
- lay executors and administrators in England and Wales handling an estate themselves, or keeping their own record alongside a solicitor
- use Excel or Google Sheets on a computer
- 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 2 minutes to set up
- 1
Settings
The name of the person who died, the date of death, the executors and, later, the grant date (about 2 minutes)
- 2
Assets & Debts and Money In & Out
List what they owned and owed, then record every payment in and out of the executor account
- 3
Beneficiaries, Tasks and Estate Accounts
Track who gets what, tick off tasks, and print the accounts when you are ready to distribute
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 file
- Start-here guide
The offer
Complete UK Executor Estate Tracker
£22.99one-off · no subscription
- Filled with a fictional example estate (UK-Executor-Estate-Tracker.xlsx)
- Empty, with the 34-step task list ready to use (UK-Executor-Estate-Tracker-BLANK.xlsx)
- One-page quick-start guide, including how to open it in Google Sheets (Start-here.pdf)
- 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. This workbook is a record-keeping and estimating tool, not legal or tax advice. Terms & licence.
FAQ
Questions people ask
Does it fill in HMRC or probate forms?
No. It keeps your records and figures in one place so the forms are easier.
Can I share it with my co-executor?
Yes. Upload it to Google Drive and share it, or email the file.
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.