Get Started Kit - Preparing Executor's Accounting

  • About This Kit

    This guide is designed for anyone acting as an executor of an estate. One of the responsibilities of an executor is to prepare an accurateand thorough accounting of the estate. This kit will help you with the following aspects of an executor’s accounting: what needs to be included, the basics of preparing it, and getting the approval of the beneficiaries. The forms included in this kit are sample forms for recording expenses and payments that you can copy or adapt, and a logbook.

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