Binder page · Tab: Estate Assets & Expense Tracker

Estate Assets & Expense Tracker

Every dollar in and out, with a running balance.

Filing instruction

File behind the Estate Assets & Expense Tracker tab and REPLACE the previous version.

Client code

Date of death

Financial institution

Estate account (last 4)

Record only the last 4 digits of the estate account, enter transactions weekly, and pay every estate bill from the estate account so this ledger stays complete.

Date	Amount	Deposit type	Expense type	Taxable	Paid to / from	Description	Receipt filed	Balance
								$38,210.44
								$113,210.44
								$104,790.44
								$103,310.44
								$102,990.44
								$101,040.44
								$103,540.44
Current balance								$103,540.44

This is a sample binder, shown read-only so you can see how a finished EstateMindr binder is organised. No real client information appears here.