Mastering Inherited Property Expense Tracking | For Executors & Administrators

As the Trustee, Executor, or Administrator of an estate, you are responsible for keeping an account of every dollar that is spent. Here are tips to help you keep and store records that will easily fit into your busy life.

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lisa@homesbyjimandlisa.com | (916)545-5311 | CADRE# 01702057
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LINKS:

Super Heavyweight Binder Pockets: https://amzn.to/466bOX7

Adobe Scan App: https://www.adobe.com/acrobat/mobile/scanner-app.html

Track your expenses with this Google Sheet template: https://docs.google.com/spreadsheets/d/1CIwuPfyn7OuhGvsTTSPs_vnl8Wc5rOWOoo4_Y8AfFJs/template/preview

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00:00 Introduction
00:55 A Way to Collect the Receipts
01:43 Binder
02:10 Keeping Digital Copies
02:35 Scanning App
03:02 Name the Documents
03:25 Schedule Time In Your Calendar
03:57 Keep Digital Files
04:25 Keep a Visual Spreadsheet
05:02 Making It Easy To Share (w/ Accountant, Attorney, other Heirs)
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I am not an Attorney or Tax Professional

The information provided in this video is for general informational purposes only and should not be considered as legal, financial, or tax advice. I am a licensed realtor, and while I strive to provide accurate and up-to-date information, I am not qualified to offer legal or tax advice.

Before making any decisions or taking any actions related to probate, trusts, wills, or any other legal or financial matters discussed in this video, it is strongly recommended that you consult with a qualified attorney, tax professional, or relevant expert in your jurisdiction. Laws and regulations vary widely, and what may be applicable in one situation may not be in another.

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If you'd like to talk with me about Sacramento Area real estate, please call or text me at (916)545-5311 or email me at lisa@homesbyjimandlisa.com