Estate Records Desk
A clear record.
A calmer handoff.
Keep estate cash, personal advances and distributions separate. Prepare one informal packet for a family or professional review.
This records your decisions. It does not determine legal entitlements, reimbursability, tax treatment or safe distributions. Keep original statements and receipts.
Start with an empty estate
Keep your file
Edits live only in this tab. Download a backup after each session, check it is on your device, and keep a second copy. Closing or reloading loses changes since your last backup. Files and reports are unencrypted; store them privately. No financial contents are uploaded.
No estate open.
1. Estate accounts
Enter opening balances and optional observed statement closings. Unknown closings stay unknown. Later activity stays separate from cash at the statement date.
Add another dated statement observation
Previous observations stay in the file. The latest dated observation is compared with activity through its date, including corrections recorded by then.
2. Noncash inventory
Inventory value is never spendable cash. V1 records whole-asset sales only; partial sales and in-kind distributions need separate records outside this tool.
3. Distribution assumptions
Enter a reviewed target amount if known. A target is your assumption, not an entitlement or authorization. Debts and reserves are not modeled.
4. Record activity
Correct an entry without erasing its history
Reverse dependent reimbursements and approvals first. Reversals keep the original amount and record. Re-enter the corrected activity afterward. Setup labels/balances are fixed in V1; for setup mistakes, create a corrected file and retain the original.
Informal review packet
Entered records only. Not a court filing, statement verification or determination of distributable cash. Negative balances, missing evidence and reconciliation differences require review.