Tags
Assent Forms, Attorney, Bank Fees, Bank Statements, Beneficiaries, Bookkeeping System, Close the Estate, estate account, Executor, Final Account, Final Accounting, Income and Expense Report, Income and Expenses, Inventory of Assets, Record Keeping System, Schedule A, Schedule B, Schedule C
After updating the estate account and completing the final Inventory of Assets, it was time to complete the final accounting. As mentioned in the article Closing an Estate in a Formal Probate Process, the attorney sent me three schedules that made up the final account. With instructions to review the schedules, I began to look them over. During the review, the schedules were already organized by category. Additionally, provided values, presumably by the attorney, were on Schedule A and Schedule B. Since the attorney warned me that values would appear, this didn’t concern me. Also, although the categories surprised me a little, the attorney would explain the categories the next day. So, after my review, the task to complete the final accounting was ready to begin.
