Why this matters
Most executor problems later come from unclear records, not from one big mistake.
If a transaction cannot be explained with evidence, treat it as unresolved.
Step-by-step in Estate Suite
- Create or update the item in Correspondence when you contact an institution.
- Upload incoming replies and supporting files to Documents as soon as they arrive.
- Record related money movement in Ledger on the same day where possible.
- Add a short note that links the contact, evidence, and transaction.
- Create a follow-up task when something is missing or inconsistent.
- Review unresolved items weekly before moving to the next stage.
What a complete evidence chain looks like
- A message trail (what was asked and what was answered)
- Supporting document (statement, letter, valuation, confirmation)
- Matching ledger entry (money in or money out)
- Clear next action if still unresolved
Common mistakes to avoid
- Recording money but not the reason for it
- Uploading files with unclear names and no context
- Keeping key decisions in personal notes instead of the estate record
- Moving phase before unresolved evidence is checked
FAQ
Why link correspondence and ledger records?
It makes it clear why each transaction happened and protects you if questions are raised later.
What if I cannot match a transaction to any document?
Mark it unresolved, investigate immediately, and do not treat the stage as complete yet.