Excel workbook
Estate Accounting Ledger: Assets, Receipts, Payments and Distributions, Balanced to the Bank
Every dollar in and out of the estate, balanced to the bank, ready for the final accounting.
$29 one time · example and blank copies · download link by email
Who it is for
Executors and administrators of New Jersey estates, and the family members helping them.
Why it is different
- Balances to the estate bank account and tells you when it's off.
- Works out New Jersey's 8-month and 9-month dates from the date of death.
- A filled example and a blank copy.
What is inside
- Estate Info. Names, date of death, and the inheritance tax and creditor deadlines.
- Assets at Death. The inventory, probate and non-probate.
- Receipts. Everything the estate receives.
- Disbursements. Everything it pays, with receipts tracked.
- Distributions. What each heir received, with signed releases.
- Summary. What should be on hand vs the bank, and what's missing.
Get it
Estate Accounting Ledger (New Jersey)
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. Not legal or tax advice. An attorney prepares any formal accounting for the court. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Buy it with the others
Bundle
Executor Bundle
This product plus 1 more, in one download.
$45 instead of $54 separately
New Jersey Notary Starter Kit
The paperwork a new notary has to build from scratch, ready to print or edit: a journal laid out for what New Jersey's manual says to record, checklists, forms and client emails.
$29