Introduction to estate accounts
Recorded on: 26/08/2021
Aim
To probe what should be included in estate accounts; how to obtain approval for them and provide receipts for payments made.
Outcome
Participants will be able to carefully bring the estate administration to a conclusion with a balanced set of accounts.
Agenda
- Duty to account
- Format
- Basic methodology
- Getting ready to prepare the accounts
- Frequency
- Using Microsoft Excel spreadsheets
- Obtain approval of the estate accounts
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