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Simplified Estate Accounting

A Guide for Executors, Trustees, and Attorneys

by Donna S. M. Neff

As an experienced estates and trusts lawyer, Donna has met with many executors, trustees and attorneys for property.  She has found that most of them are intimidated by the record-keeping that is an essential part of the duties which they have accepted (or are considering accepting).  Drawing on her knowledge gathered during many years of administering estates, trusts, and the financial affairs of the elderly or individuals with a disability, Donna explains in clear, understandable language the basics of how to report transactions in a simple estate or trust.  With this guide and the accompanying spreadsheets (available as a free download), she provides the basic tools to put together an estate accounting report.

 

“…This guide is long overdue for the increasing number of individuals finding themselves in the executor role.  It’s presented in a concise format with enough information and detail to help you through the bookkeeping aspects of a typical estate and saving you time.”

Richard Yasinski, B.A.Sc., CFP (Certified Financial Planner).  www.FinanciallySound.ca

“This Guide provides a detailed, step by step approach, useful for any Executor, Trustee, or Attorney.  If you have been left the responsibility of managing someone’s estate, you will save time, effort, and headaches by using this Guide.”

Paul Delfino, FCSI, CIM, PFP.  Director, Wealth Management, ScotiaMcLeod. www.TheDelfinoGroup.com

“For most of us, taking on the role of an executor is a confusing and daunting task. In this guide, Donna has done an excellent job of explaining the elements of simple estate accounting and provides a useful template to guide you through the process. I cannot imagine a better introduction to this challenging topic.”    

Linda (Lucas) Stilborne, B.S.Ed., M.L.I.S  Author, Happily Retired www.happily-retired.com

“This guide is not exactly bedtime reading, and it’s no substitute for professional advice, but it is a clear, concise, easy-to-read guide that translates legal and accounting “speak” into something even a number-phobe like me can understand.  For the average person who is suddenly thrust into the role of estate executor, (or any of other variations on that theme), the task is fraught with anxiety. This guide will ease your stress and get you started.”

Dianne Dodd, Ph.D., Historian, Parks Canada

To purchase from Amazon.ca in paperback click on link: Simplified Estate Accounting (paperback)

To purchase in Kindle ebook format from Amazon.com click on link: Simplified Estate Accounting (kindle ebook)

Please email us at:  admin@donnaneff.com for more information and pricing.

 

For download of the sample spreadsheets mentioned in the book, please click on the links below:

sample_attorney_accts

sample_executor_accts

sample_trust_accts