Looking for Numbers template for Estate Administrator's recordkeeping?

I am the administrator of a relative's estate and need to do formal recordkeeping of the financial aspects of the probated estate.


I use Apple Numbers for creating budgets and other kinds of recordkeeping, but cannot find a template that I feel confident is appropriate for this task.


Does anyone know if there is an existing template that would work for this as is or that would be adaptable for the task? I also need to include reports on a small number of stock holdings until the probate process is complete and the estate assets are distributed between the beneficiaries.

Mac OS X (10.6.8), MacPro 1,1 10GB 750GB

Posted on Jan 13, 2013 10:48 AM

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3 replies

Jan 14, 2013 7:36 AM in response to Jerrold Green1

Thank you Jerry. I appreciate your efforts. Because I try not to waste people's time on forums, I had already exhaustively researched this topic and when that wasn't fruitful posted here.


I found the same form you shared a link to, and related ones, from NH. Their stuff is helpful. I've also already visited my state's and county's related websites, which also share info and forms but they don't share any forms for or adequate details about reporting.


The NH info can be a guide. My real interest is templates to make recording everything and creating reports efficient and easier to keep up with, especially ones that will self-calculate.


In the template arena, it seems estate recordkeeping isn't on the radar. I couldn't find any Microsoft templates either. It's too bad, because lots of people have to take on this task and it's not a small one by any stretch.


Debbie

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Looking for Numbers template for Estate Administrator's recordkeeping?

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