Illustrative listing cover followed by previews of the included files. Tablet not included. Use zoom or expand to inspect details.
The details, before you decide
A closer look.
What’s inside
- Side-by-side sale proceeds and buyout equity scenarios
- Up to four confirmed beneficiary allocations
- Balanced dollar adjustments that must total $0
- Three property obligations or liens and separate sale or buyout costs
- Modeled payments to non-retaining beneficiaries
- Negative proceeds and negative equity remain visible
Files to edit, read and keep
DOCX
Editable Word
Editable Word file
PDFPDF
Read, print or annotate
XLSX
Excel workbook
Editable workbook
- One Excel XLSX calculator with one worksheet
- 4-page editable Word instruction guide
- Matching 4-page printable PDF guide
The XLSX starts with blank numeric inputs; the guide includes a worked example.
From download to ready to use
- 1Open the XLSX in Microsoft Excel and save a scenario copy.
- 2Enter documented figures in amber cells and numeric zero only for a confirmed non-applicable amount.
- 3Percentages must total 100%; adjustments must total $0.
- 4Read the included guide before using outputs.
Know exactly what you’re getting
Included
- Editable Word
- Excel workbook
Not included
- A physical product or shipping
- No separate Google Sheets edition, macros, external data connection or automatic legal or tax rules are included.
- A Canva template
Scope
Independent educational planning tool only. It does not establish authority, beneficiary status, ownership, enforceable shares, estate obligations, title, property value, basis, gain, tax, financing approval, mortgage assumption or release, or final distribution. Controlling estate or trust documents, court orders, applicable law, lender requirements, and responsible professionals control.
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