David's estate is closed Free
Demo screen. Names are the example family. Values appear only where the demo already has them.
The final record
Everyone with access can download it: executors, heirs and the steward. Nothing here can be changed now.
Printable PDF
Estate summary, every item with its main photo, who received what, sales and gifts, and the decision log.
Download the PDFDemo: the PDF is shown below, not a real file.
Spreadsheet (CSV)
One row per item: item, owner estate, outcome, recipient or buyer, value or price, date.
Download the spreadsheetA real demo file with the rows below.
What the spreadsheet holds
| Item | Owner estate | Outcome | Recipient or buyer | Value or price | Date |
|---|---|---|---|---|---|
| Watch collection (9 items) | Estate of David Richards | Sold | Bowdon Horology | £13,100 | 10 Mar 2027 |
| Hornby 'Flying Scotsman' | Estate of David Richards | Gift, as the will says | Yusuf Rahman | Not sold | 9 Mar 2027 |
| Triumph Bonneville | Estate of David Richards | Gift, as the will says | Daniel Richards | Not sold | 12 Mar 2027 |
| Hornby R3456 engine | Estate of David Richards | Gift, as the will says. Marked received by executor | Daniel Richards | Not sold | 8 Mar 2027 |
| TT programmes | Estate of David Richards | Gift, as the will says | Adam (12), signed for by Sarah Richards as his parent | Not sold | 11 Mar 2027 |
| Joint account | Margaret Richards | Passes to Margaret | Margaret Richards | Not sold | Not applicable |
What the printable PDF looks like
Estate of David Richards
1. Estate summary
132 items recorded in 3 collections. 4 items passed to heirs by gift, 1 collection sold, 1 joint account passed to Margaret. Example extract.
2. Items
photoWatch collection, 9 items. Sold.
photoHornby 'Flying Scotsman'. Gift.
photoTriumph Bonneville. Gift.
photoHornby R3456 engine. Gift.
3. Who received what
| Item | Recipient | Confirmed by |
|---|---|---|
| Hornby 'Flying Scotsman' | Yusuf Rahman | Yusuf, Tue 9 Mar 2027 |
| Triumph Bonneville | Daniel Richards | Daniel, Fri 12 Mar 2027 |
| TT programmes | Adam (12). Signed for by Sarah Richards as his parent | Sarah, Thu 11 Mar 2027 |
| Hornby R3456 engine | Daniel Richards | Marked received by executor, Mon 8 Mar 2027, after 7 days and one reminder |
If a sole executor is also a child's parent, they can hand over and sign for the child themselves. The record then says: "Handed over and signed for by the same person (sole executor and parent)". Here Margaret Richards handed over and Sarah Richards signed, so nobody confirmed their own handover.
4. Sales and gifts
Watch collection sold to Bowdon Horology for £13,100 on Wed 10 Mar 2027, accepted by Sarah Richards. Margaret Richards was told.
5. Decision log
| When | Who | What |
|---|---|---|
| 9 Jan 2027 | Daniel Richards | Reported the death |
| 12 Jan 2027 | Our team | Approved the death check |
| 10 Mar 2027 | Sarah Richards | Accepted an offer for the watch collection |
| 15 Mar 2027 | Sarah Richards | Closed the estate |
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