Below are some common questions when learning how to use our estate accounts function.
Why is my export showing 'Null' when I have entered information to the asset?
I'm trying to distribute a property as a specific legacy, I've entered all the values. Why is it not showing the asset in the specific legacy list?
✍️ Specific legacies can be assets such as properties/land, vehicles or gifts such as art collections or jewellery. Providing you do not enter a realised value, they will be available to select on the specific legacy drop down
How do I show an expense that has been paid by the executor?
Why are my estate accounts not balancing? I've entered all the realised values.
✍️ This same logic applies to any asset/liability for the realised values. If you are adding any incomes/sums received/expenses to and from your assets or liabilities, ensure the auto calculated realised value is the same as the 'realised value' field.
👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help.
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