Estate accounts template

vickster75

Hi

I'm dealing with my late dads estate (still waiting on letter of administration) which is a fairly small, simple estate shared between me and my 2 siblings - under £200k so no solicitors involved. 

To formalise everything rather than keeping separate notes in my iPhone, I'm looking to put together a simple accounts of his estate so my siblings can see exactly what has been received and what is owed etc...

Does anyone have a simple estate accounts template? Google only directs me to sites what require my card details and me and excel don't generally get along to create my own from scratch.

Any advice is greatly appreciated.

Runner_Duck

Microsoft Excel has a template, Statement of Account, that could work for you.  It has some basic programming that calculate account balances based on credit/debits

Hal17

I've done this for two family members. I just used a very simple table in Microsoft Word. Four columns, one for the transaction subject, one for incoming payments, one for outgoing payments and the last column for an accumulative balance. Just keep it nice and simple and ensure you include every transaction.