Is anyone aware of a good, free or cheap spreadsheet to help organize this endeavor? 

These organizations are holding the loan themselves as part of their own portfolios.

Don't get me wrong, I stay liquid, but it's not organized.

Like @Bruce Lynn mentioned, Agents want someone that will close because they don't get paid until a transaction closed so make sure you have your finances in place before you start engaging Agents.Bonus: Look for an ON-FIRE Agent.O - Organize (The Investor-Agent must be well-organized)N - Network (The Investor-Agent must be well network with other Real Estate professionals like Lenders, Appraisers, Property Managers, Inspectors, Insurance Agent, Contractors, etc)F - Focus (The Investor-Agent MUST Focus on YOU)I - Investor/Investment-Savvy (MUST be INVESTMENT SAVVY)R - Responsive (Must Be responsive and answer your call/text)E - Experience (Must be an investor or have experience working with investors)Goodluck

If it's a larger organization, feel free to inquire about their different staff qualifications.2.

For example, our team has systems in place and work with organizations to both help the owner and resident.

Any number that is registered on it cannot be a recipient of an organization's mass calls or texts, otherwise you can get reported to the DRE and pay heavy fines.

If it's a larger organization, feel free to inquire about their different staff qualifications.2.

@Luca Giani  As mentioned here KVCore is more of a platform to organize and plan automated follow up on leads from external sources. 

Are there other creatives strategies to organize this succession plan for legacy?