Executor & Estate Support
Support resources for setup, using the Executor & Estate Organizer, compatibility, troubleshooting, and common questions.
Coming soon
The Executor & Estate Organizer is currently in development. This support page is being prepared ahead of its release.
Getting started
Start here if you’re setting up the Executor & Estate Organizer for the first time or want an overview of how the system is organized.
First-time setup
Start here before entering information in the Executor & Estate Organizer. This guide covers opening the organizer, creating your working copy, and the initial setup steps.
Getting to know the organizer
An overview of the main sections, navigation, dashboard, reports, and how the different parts of the organizer work together.
Saving and backing up your file
Recommended practices for saving your working file, keeping backup copies, and avoiding accidental loss of information.
Using the organizer
Guidance for everyday use of the Executor & Estate Organizer, including entering information, working with records, and using reports.
Entering and updating information
How to add, edit, and maintain information throughout the organizer.
Using the Dashboard
How the Dashboard summarizes key information and helps you navigate the organizer.
Reports and printing
How to use the built-in reports, prepare printable summaries, and choose what information to include.
Compatibility & troubleshooting
Help with opening, saving, and using the Executor & Estate Organizer in supported software, plus solutions to common technical issues.
Supported software and compatibility
Which spreadsheet applications and versions provide the best experience, along with any known limitations.
Problems opening the organizer
What to check if the file will not open normally, displays a warning, or appears differently than expected.
Saving and file changes
Help with saving your working copy, preserving entered information, and resolving unexpected save behaviour.
Printing and PDF output
Troubleshooting for print layout, page scaling, PDF creation, and reports that do not appear as expected.
Something looks wrong
Steps to try if formatting, formulas, navigation, or other parts of the organizer appear to be behaving incorrectly.
Common questions
Quick answers to common questions about using, maintaining, and updating the Executor & Estate Organizer.
Yes. You can rename your working copy without affecting how the organizer functions.
Yes. You can keep separate working copies, backups, or archived versions as needed.
Saving behaviour depends on the spreadsheet software you are using. We recommend saving regularly and keeping a backup copy of your working file.
Yes, provided you move or sync the same working file carefully and avoid editing different copies at the same time.
You can, but modifying protected structure, formulas, validation, or formatting may affect how the organizer works. Keeping an untouched backup copy is recommended before making structural changes.
If possible, use Undo immediately. If the change cannot be reversed, restore from a recent backup or fresh copy of the organizer.
Product updates should be treated as separate versions unless specific upgrade instructions are provided. Do not assume information from an older working file will automatically transfer into a newer release.
Still need help?
Contact support
Can’t find the answer you need? Send us a message with your question or problem, and we’ll help you work through it.