Estate Accounts

Prepare estate accounts, add income and expenses and distribute the estate

• How do I view and share estate accounts and date of death values?
• How do I edit the summary in estate accounts?
• How do I add an expense to my case?
• How do I add interest on the client cash account, income or receipts?
• How do I distribute to beneficiaries?
• How do I add income declared at date of death?
• How do I prepare asset values for estate accounts?
• Client Cash Account Explained
• Estate capital page explained
• How do I choose where income in to the estate after date of death is received?
• How do I add a beneficiary's entitlement?