Keep estate money in one clear, defensible place.
Estate Metrics helps you track bills, paybacks, payouts, and receipts so you do not have to rebuild or defend the story later.
See the output
A clean packet, not another spreadsheet
Start
Bring in the mess
Import records, spot problems, and fix the list before small mistakes grow.
Middle
Keep the proof
Save receipts, notes, and changes with the money record so the reason never gets lost.
Finish
Share one clean packet
When someone asks what happened, you already have a clean answer.
Start here
Pick the page that matches your problem
Each page below answers one clear question and points you to the next step.
Executor recordkeeping checklist
See the financial records that matter before something important goes missing.
Estate accounting software vs Excel
See why Estate Metrics is not just a spreadsheet replacement, but a review-ready record system for proof, explanations, and handoff.
Estate Packet workflow
See the cleaner handoff artifact that turns messy records into something another person can review.
Estate Packet sample
Open a public sample packet so you can see the paid outcome before starting the workflow.
Templates are for people who want a simple starting point.
Guides are for people who need help with one hard part of the job.