➡️ An estate accounts done-for-you basic template to track transactions & administration expenses ➡️ A letter of indemnity to protect you against early interim distributions from the estate on demand of the beneficiary(s) ➡️ An acknowledgement of entitlement that a beneficiary(s) should sign to agree the estate accounts & refuse to claim against you ➡️ An inheritance receipt to confirm final distributions received

A simple and easy-to-use excel spreadsheet template which has pre-existing formulas and columns to be able to easily calculate the gross and net figures for the estate, as well as pre-set formulas to easily calculate the nil rate bands applicable from those figures. It also has a tab to keep track of your administration expenses and automatically calculates these against your estate figures for ease.