This likely reads more complicated than it feels inside the app. With these instructions in hand give it a try. You can always delete incorrect or trial entries.
The other option is to engage the estate accountant do some of this work. Appearing at their office with complete inventory information will make their day and should substantially reduce your fees.
Remember: as an executor, you’re a fiduciary. This means that you are personally responsible for every asset and debt, plus taxes, in the deceased’s name, and every asset and debt, plus taxes, in the estate’s name until tax clearance is received and every last nickel is distributed.
Clearly, the benefits of using our Estate Organizer, before tragedy strikes, putting your loved ones through this process, are undeniable!