Executor Checklist: Estate Log

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Ukuthenga ngaphakathi nohlelo

Mayelana nalolu hlelo lokusebenza

I-ExecutorDesk ingumhleli womuntu onakekela ifa lomuntu omthandayo. Izinyathelo, imali, izimpahla nezikweletu, abantu kanye namaphepha, zigcinwe ndawonye ocingweni lwakho izinyanga ezithathayo.

OKUKWENZAYO

Uhlu lokuhlola olunezigaba eziyisithupha
Izinsuku zokuqala, ukutshela abantu, ukwazisa ifa, igunya lokwenza okuthile, ukuqoqa nokukhokha, kanye nokusabalalisa nokuvala. Kuqala ngezinyathelo ezithathwa ngabaqondisi abaningi e-United States noma eNgilandi naseWales, ngesixhumanisi esiya ekhasini elisemthethweni lapho kukhona khona. Maka izinyathelo, engeza ezakho, ufihle lezo ezingasebenzi, qaphela ukuthi ubani ophatha ngayinye, bese unikeza isinyathelo usuku uma ufuna isikhumbuzi. Uhlelo lokusebenza alukaze lukubeke usuku.

Incwadi yokubhalisa enamarisidi
Bhala yonke imali engenayo nephumayo efeni ngosuku, ukuthi ubani okhokhile noma okhokhelwe, kanye nesithombe serisidi. Maka noma yini oyikhokhele wena kanye nekhadi le-Owed to you ligcina inani elisebenzayo kuze kube yilapho ifa likukhokhela. Bhala phansi lokho okutholayo umzuzi ngamunye.

Ifa ngokubuka nje
Bhala izimpahla ngenani lazo nokuthi zivelaphi, izikweletu nokuthi ngayinye ifinyelela kuphi, bese ubona isamba. Maka impahla njengephethwe ngokubambisana noma nomzuzi oqanjwe igama futhi igcinwa ngaphandle kwesamba sefa; buza umeluleki wakho ukuthi iphathwa kanjani.

Abantu namaphepha
Ummeli noma ummeli, ibhange ngalinye, umhlinzeki wempesheni, abazuzi. Ngenhlangano ngayinye, bona ukuthi ubatshelile, uthumele amaphepha, noma uqedile. Bhala ucingo ngalunye kanye nencwadi nosuku nanoma yisiphi ireferensi. Gcina incwadi yefa, izitifiketi zokufa kanye nezincwadi njengezithombe noma ama-PDF, bese ubala ukuthi mangaki amakhophi aqinisekisiwe osenawo.

Ama-akhawunti
Dala irekhodi le-PDF elinesifinyezo, konke okufakiwe kwe-ledger okunereferensi, isitokwe kanye nesithasiselo samarisidi, ukuze wabelane nabazuzi noma umeluleki wakho. Thumela i-ledger kanye nesitokwe njengamafayela e-CSV e-accountant yakho.

Izikhumbuzo
Ngezinsuku ozikhethayo kuphela, izingcingo nezincwadi zokulandelela, amaphepha osawalindile, kanye nemali oyikweletayo. Izikhumbuzo azilokothi zibize muntu.

Amarekhodi akho
Konke kugcinwa ocingweni lwakho. Akukho akhawunti futhi akukho lutho olufakiwe. Imibiko yokuphahlazeka kanye nokuhlaziywa okungaziwa kuyashiya idivayisi. Uhlelo lokusebenza lungakhiywa ngemuva kwe-PIN yefoni yakho, iphethini noma izigxivizo zeminwe, futhi izithombe-skrini ziyavinjelwa ngenkathi luvuliwe. Isipele siyifayela elilodwa elinawo wonke amarekhodi kanye nerisidi, elibethelwe ngephasiwedi oyikhethayo.

NGUBANI

Noma ubani oqokwe njengomphathi wefa encwadini yefa, noma oqokwe ukuthi abhekane nefa lapho kungekho khona incwadi yefa, futhi ofuna indawo eyodwa ezolile yokugcina umkhondo. Akusona iseluleko sezomthetho noma sentela, akufaki lutho enkantolo noma ehhovisi lentela, futhi akunandaba nalutho. Uhlu lokuhlola lubala izinyathelo eziningi ezithathwa ngabaphathi befa; ummeli wakho, ummeli noma umgcini wezimali uyazi kangcono isimo sakho, futhi iseluleko sabo siza kuqala.

Imibuzo noma iziphakamiso: [e-mail]

Yini entsha

First release: a checklist of the steps many executors take, a ledger with receipts and what you are owed back, the estate inventory, people and papers, and an accounts PDF.