Estate Handoff Pages

If the day comes when Mom or Dad's record has to pass to someone else, these pages keep the same care going. They help you close the power of attorney file and hand a clear picture to the executor and the estate's attorney.

$19

You can buy these pages on their own, or inside The Complete Proof Book. Payhip, our checkout partner, handles the card and the sales tax. If a file does not work or is not what was described, email us within 30 days and we will fix it or refund it.

A workbook for the handoff, and pages you can print.

The workbook opens in Excel and in Google Sheets. The tabs are Start Here, Handoff Snapshot, Executor Tasks, Inventory, Debts and Bills, Estate Register, Distributions, Final Accounting, and Lists. The Final Accounting summary adds itself up from the lines you enter. Eight printable pages come with it, including that summary.

An example workbook is filled in for a fictional estate, so you can see the shape before you type a real name. These pages record what happened. They do not tell you how to settle an estate, and an estate attorney should guide those decisions.

Questions, before you add it.

What is in the Estate Handoff Pages?

You get a workbook that opens in Excel and in Google Sheets, an example filled in for a fictional estate, and eight printable pages. The tabs cover a handoff snapshot, executor tasks, inventory, debts and bills, an estate register, distributions, and a final accounting that adds itself up.

Does this replace an estate attorney?

No. These pages record what happened so you can hand a clear file to the executor and the estate's attorney. They do not tell you how to settle an estate.

Can I buy the Estate Handoff Pages on their own?

Yes. They are $19, and they are also inside The Complete Proof Book, which is $59 for the first 100 families. You can also add them in the cart when you buy the POA Ledger.