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 · 14-day full refund · example and blank copies · download link by email
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Browse the storeWho it is for
Executors and administrators of New Jersey estates, and the family members helping them.
Not the right fit if
The estate is outside New Jersey, or you need a formal court accounting: an attorney prepares that.
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)
Or pay with PayPal
Uses the email and terms box above. You get the same download link by email.
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Get every update for a year, $29: the Yearly Updates Pass gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.
Delivered as a zip with a filled example and a blank copy. Built for Excel, tested in LibreOffice; it should open in Google Sheets but not every feature is tested there. For one business, your own use. General information, not accounting, tax or legal 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.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What do I get and how is it delivered?
The Estate Accounting Ledger as two Excel files in one zip: a filled-in EXAMPLE so you can see every tab working, and a BLANK copy for your own numbers, plus a README. The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
Built for Excel and tested in LibreOffice, which runs on Mac and Windows; it should open in Google Sheets, but not every feature is tested there. Phone spreadsheet apps are not tested. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
No, it is not legal or tax advice.
Is it the right fit for me?
It is made for executors and administrators of New Jersey estates, and the family members helping them. Skip it if the estate is outside New Jersey, or you need a formal court accounting: an attorney prepares that.
Read the book
The New Jersey Executor's Handbook
The first year of settling a New Jersey estate, one step at a time. By Matthew Colt, $9.99 as an ebook (EPUB and PDF).
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