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1 | Welcome to the Atticus Executor Expenses Spreadsheet 🚀 |
2 | Step 1: Click "file" in the top left, and then hit "make a copy" to start editing |
3 | Step 2: Read What Expenses Can An Executor Claim: List + Actionable Advice (if you haven't already) for big-picture advice |
4 | Step 3: Set up your estate account (if you don't have one) |
5 | Step 4: List all expenses with as many notes possible as they happen. |
6 | Step 5: Give consistent updates (monthly or as requested) to probate courts and beneficiaries. |
7 | IMPORTANT: Pay directly from the estate account as often as possible. |
8 | STep 6: Make this your own! This is just a starting template! |
9 | While this spreadsheet is focused on expenses and reimbursements, it's a smart idea to track everything that goes in and out of the estate account. So add/adjust whatever you need! |
10 | Have questions or feedback? Toss us an email at support@weareatticus.biz |