Introduction to Estate Accounts

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