Calculate the total current value of the estate

Part of: Distribute Estate According to Will and Close the Estate

To calculate the total current value of the estate you must first complete all the steps before this one. Pay special attention to the steps that include payment of debts, taxes, and sale of real estate.

It is possible that there will be upcoming debts for which you need to account. If you know a final legal bill, for example, will be due before or after the final distribution can be made, you should deduct the expected bill as a debt, even though you have not yet received the bill.

Based on the valuations made by the professionals you consulted, deduct all debts and calculate the value of the estate.

Previous Task Back to Plan Next Task

This feature isn't included in your free plan.

Upgrade your plan to unlock every feature.

Pro Plan

$8 per month*

Access to 100+ step custom plan
Track progress in completing your duties
Create and manage personal property inventory
Create and manage financial asset inventory
Access executor forms and templates
Discounted legal services
Save on tools to manage online accounts
Priority 24/7 customer support

*Billed yearly at $96. Cost is typically reimbursable by the estate.