Adding a Trustee/Executor-Purchased Item to the Inventory
Aishah Cholmondeley
7 steps
37 seconds
Estateably
1
Open the Inventory.
2
Click "Add New" in the top-right corner.
3
Select the applicable Inventory type; by default, it will be "Asset." Then, select an asset or liability type from the dropdown.
4
On an Estate, click the "This is a current asset" checkbox. On a Trust, you can disregard this step and continue to #5.
5
Enter the account that the item was purchased or released from, the transaction date and value, and a description.
6
Enter further details about the item.
7
Once the fields are completed, click "Save" to return to the Inventory screen. You can also click "Save and Add New" to enter another item.
Adding a Trustee/Executor-Purchased Item to the Inventory
Aishah Cholmondeley
7 steps
37 seconds
Estateably
1
Open the Inventory.
2
Click "Add New" in the top-right corner.
3
Select the applicable Inventory type; by default, it will be "Asset." Then, select an asset or liability type from the dropdown.
4
On an Estate, click the "This is a current asset" checkbox. On a Trust, you can disregard this step and continue to #5.
5
Enter the account that the item was purchased or released from, the transaction date and value, and a description.
6
Enter further details about the item.
7
Once the fields are completed, click "Save" to return to the Inventory screen. You can also click "Save and Add New" to enter another item.
