It's extremely important to keep accurate records of every financial transaction made during Probate.

Because a final accounting is required to be filed with Probate Court at the end of Probate, a well organized spreadsheet will help make the submission easier.

Additionally, because it's the responsibility of an Executor or Administrator to properly settle the Estate without error, meticulous documentation is vital.

Activity includes, but is not limited to:

• Account details -- account numbers, balances, brief descriptions


• Bills paid -- to whom and for what amount


• Deposits made -- from whom and for what amount


• Accounts transferred -- amount and for what reason

To ensure all records are accurate, save all deposit and withdrawal receipts, copies of checks, and bank statements.

See below for links to spreadsheet templates to use to help organize this process.