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What is a Receipts and Disbursements?
Being the administrator of an estate is a big responsibility but you can keep on top of things with a Receipts and Disbursements document. A court will probably want a written record the money that goes to and from the estate. You may also be asked for a statement from beneficiaries and attorneys. That can be a lot to keep organized, but having everything in writing can make it easy. Courts want to get everything ironed out, beneficiaries want to make sure they're getting a fair deal, and you're right in the middle of it all. Keep everything in order with a Receipts and Disbursements document.
When to use a Receipts and Disbursements:
- You are the administrator of an estate.
- You are handling an estate banking account.