DIY expenses and balance sheet for a Will
On 23/03/2018 09:10, ss wrote:
Maybe doesnt sit properly in this newsgroup but it is DIY.
Does anyone on here have experience of accounts with reference to
finalising a balance sheet for a Will, specifically to do with expenses.
I've done two simple uncontentious ones, and I used Excel. I was joint
executor with my brother's solicitor for a slightly more complicated one
which involved trusts for minors. In that case, the solicitor did the
main accounts although he was happy for me to do all the leg-work, and
once the trusts were set up he stood down to be replaced by another
family member to minimise the costs to the estate.
But the only expenses that I "claimed" were things which I actually paid
out, like death certificates and house insurance. You need to be more
explicit and would probably be better posting in uk.legal.moderated.
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