Executor's Estate Organisersteps · who to tell · estate accounts

Name: Executor's Estate Organiser
Price: 19.99 GBP
Availability: InStock

One step at a time. Being an executor is a lot to take on, often while grieving. This app keeps everything in one place so nothing gets missed: the steps in order, who you've told, what the estate holds, and every pound in and out. Nothing you enter leaves this device.

About the estate

Name of the person who died Date of death Executor(s) Was there a will? Where they lived Probate reference

Where things stand

Next up

Add an organisation

Organisation Type Reference / account no.

Organisation	Type	Reference	Status	Date	Notes

Add an asset or debt

This is Description Category Value at date of death (£) Held jointly / passes outside the estate Notes

Description	Category	Value

Estate value

Inheritance tax check

Nil-rate band (£) Residence nil-rate band (£)

Starts at £325,000, plus £175,000 if the home goes to children or grandchildren. Unused allowance can pass from a spouse or civil partner who died first. A rough guide only: check on GOV.UK.

Record money in or out of the estate

Date Direction Description Category Amount (£)

Date	Description	Category	In	Out	Balance

Beneficiaries

Name Gets Amount

Name	Gets	Amount due	Paid

Final estate accounts

Beneficiaries usually see and agree these accounts before the final payments are made. This app does the sums; it isn't legal advice.

Albion AppWorks · Executor's Estate Organiser · your data never leaves this device

About Executor's Estate Organiser

Assets, debts, tasks and the estate account for executors, from first steps to final distribution. Try it free in your browser on your own files. Buying a licence unlocks saving and exporting, and it is yours to keep: pay once, no subscription.

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