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Estate Executor Toolkit Tutorial
These instructions assume that the executor is using a Toolkit that has not been pre-populated. If the deceased used our Estate Organizer, much of the data gathering work will already have been done, however, the onus is on the executor to verify that any pre-populated data is accurate and complete. Either way, the workflows don’t change.
By Maddie1 author26 articles
Overview of Executor Accounting
How QE’s Accounting System Works
Create the Estate Inventory
Listing the Deceased’s Debts
Summary of Deceased’s Assets & Debts
Reporting to Beneficiaries
Asset and Debt Activity Logs
Listing Estate Accounts
Estate Accounts at Financial Institutions: KISS Principle
Physical Assets
Tracking Distributions
OMG! This is too complicated for me!