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TXAlliance
Level 1

Setting up account type to track Estate & trust expenses

I was appointed executor to my uncles estate.  I've paid the attorney upfront (retainer) for various business expenses as well as these personal expenses.  Now we are closing this up as property has sold and I'm trying to look at all expenses paid specifically for the estate.  I'm dumbfounded at the type of account to establish and tracking expenses for the attorney, for each company I have etc.  HELP!

 

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