01
10 ready-made tabs
Accounts, insurance, property, digital access, funeral wishes, contacts, checklist. No blank templates.
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.
What you get
Estate Organization Workbook 2026
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.
Digital footprint
Password manager, accounts, subscriptions
All the digital things your family needs to find. From Netflix to the important email accounts.
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.
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
Three ways to get access
Pick the format that fits. Every option is covered by a 14-day money-back guarantee.
Excel
A single tool
$39 per tool
- Excel + Google Sheets
- Yours forever
- Yearly tax updates included
- 14-day money-back guarantee
Monthly
All 6 tools
$9 per month
- Web app + Excel export
- Continuous updates
- Priority email support
- Cancel anytime
Lifetime
All 6 tools, no renewal
$299 $149 one-time
For the first 100 buyers. After that, $299.
- All 6 tools, no renewal
- Web app + Excel export, permanent access
- Direct email to the founder
- One-time payment
- Break-even after 20 months vs monthly
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.