Tasks, the house and expenses
Jobs written with a person and a day, a checklist for an empty house, and a log of every amount spent. Seeded from your setup; everything you type stays in this browser.
For a first pass, the task list and the expense log are essential. The house checklist is essential only when the home is empty because the person lived alone, or will be empty during the service; otherwise it can wait (Sharing the work).
Tasks
One row per job (Sharing the work). A task names what to do, who does it and by when. "Help with food" is not a task; "bring dinner Thursday for four" is.
The house
For a home that is empty because the person lived alone, or will be empty during the service (Sharing the work and Notices and telling people). Tick each item when done and say who did it.
Expenses
One row per amount spent (Sharing the work and Your arrangements file), with who paid it. Keep the receipt; whoever settles the estate may need it.
How to use these sheets
- A task names a job, a person and a day. "Help with food" is an offer; "bring dinner for four on Thursday" is a task.
- Helpers do jobs, not decisions. Signing a contract or authorizing anything stays with the person who has the right to decide.
- Every amount on the expense log, with who paid it and whether the receipt is kept. Whoever settles the estate may need it (Your arrangements file).
The example rows are from Sam Okoro: Sam's partner Dev Raman coordinates and answers the phone, and Ellen's neighbor Carol Peck feeds the cat and waters the plants. The expense is groceries for visitors. Names and amounts are invented.
This sheet does not settle who in a family takes which role, or a family conflict. Anything that needs legal authority, such as mail for a person who lived elsewhere or a bank account, waits for the executor or administrator.