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Estate Organization Workbook 2026

Do your loved ones have the overview they need?

Gather accounts, insurance, digital access, contacts, and wishes in one place. 10 ready-made tabs. Not legal advice, but the overview your family will need.

$9 · One-time purchase

Excel + Google Sheets · No subscription · 14-day money-back guarantee

What you get

Estate Organization Workbook 2026

01

10 ready-made tabs

Accounts, insurance, property, digital access, funeral wishes, contacts, checklist. No blank templates.

02

Digital records included

Password manager, social media, subscriptions, digital assets. The items older templates forget.

03

Print or share digitally

Designed for US Letter print (for a safe deposit box or a trusted person) or secure digital sharing.

Detail

How the tool is built

Checklist

Document status per document

Green, yellow, red. You see immediately what is missing and what is in place.

Estate Planning Organizer 2026 preview 2 of 8

Digital footprint

Password manager, accounts, subscriptions

All the digital things your family needs to find. From Netflix to the important email accounts.

Estate Planning Organizer 2026 preview 3 of 8

Print-ready

US Letter printout for a folder

Layout built for print. One folder with the trusted person, one at home, one in the safe deposit box.

Estate Planning Organizer 2026 preview 4 of 8

Trust and method

Understand the assumptions, not just the answer

Built with financial expertise

Created by Christian Elkrog, an economist and tech founder with more than a decade of experience and a successful company exit.

Not a black box

Inputs, assumptions, formulas, sources, and limitations are visible so you can understand each result.

Your figures stay with you

No account connection or hidden data collection. Slowshore never receives the information you enter.

Sources

Sources and assumptions

Show sources and assumptions

Template based on US public forms and checklists. Not legal advice, consult an attorney for concrete estate matters.

Pricing

Start with this workbook or choose the full bundle

Start with this workbook for $9, or get all 8 for $59. One-time purchase with no subscription.

Excel

A single tool

$9 per tool
  • Excel + Google Sheets
  • Example, blank version, and start guide
  • No subscription – keep the file
  • Corrections to 2026 edition included
  • One-time purchase
  • 14-day money-back guarantee

Looking for the browser version? Join the waitlist.

FAQ

Frequently asked questions

Do I have to write formulas?

No, you fill in marked cells and everything calculates automatically.

What information do I need to have ready?

See the full list on the product page before buying. The basics: age, retirement account balances, expected spending.

Does it work on Mac and Windows?

Yes, plus Google Sheets. We send both versions after purchase.

Where is my data stored?

The Excel version stays on your own computer. We never see your numbers.

Is this financial advice?

No. It is a planning tool. Always consult a licensed advisor before major decisions.

Refunds?

14-day money-back guarantee, no questions asked.

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