This page helps the user list property, accounts, investments, debts, and values so the estate can be properly administered after the appointment letter is issued.
Start by listing everything in the estate and attaching a value where possible.
The estate must also list debts and any claims that must be paid before distribution.
Advome should help the user estimate or attach values for the estate inventory.
The summary should make the estate position easy to understand before the bank account stage.
The user should be able to ask inventory questions directly from this page.
Anything owned by the deceased that has value, such as property, money, vehicles, or investments.
The page should ask for an estimated or confirmed value for each major asset where possible.
List debts, finance agreements, tax obligations, utilities, and other liabilities of the estate.
The workflow should move to the estate bank account and then into advertising and creditor claims.