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Knowledge Base
Estate Accounts
Estate Accounts
Prepare estate accounts, add income and expenses and distribute the estate
How do I prepare asset values for estate accounts?
Estate accounts output
How do I view and share estate accounts and date of death values?
How do I edit the summary in estate accounts?
Balance Sheet Explained
Additions and Deductions Page Explained
Income
How do I add income declared at date of death?
How do I add income post date of death?
Expenses
How do I add an expense to my case?
Distributions
How do I add a beneficiary's entitlement?
How do I distribute a pecuniary legacy to beneficiaries?
How do I distribute a specific legacy to beneficiaries?
How do I distribute to beneficiaries?
Estate accounts tabs
Client Cash Account Explained
Estate capital page explained
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