Public sample
This is a fictional sample for illustration only. Your own Estate Packet will reflect your estate's real ledger, proof, and explanations.
Every exhibit link in the sample opens an example PDF or image inline, and the final paid packet above shows the finished evidence-backed handoff.
Review-Ready Estate Packet
Margaret Chen · Generated Apr 11, 2026
Ledger Entries
12
Inflow
$28,500.00
Outflow
$11,245.00
Distributions
$6,500.00
Net Position
$10,755.00
Reviewer Summary
The ledger, proof, and reviewer context live together so the final packet does not depend on memory or a last-minute spreadsheet cleanup project.
12 ledger entries are included in this sample packet.
7 supporting files are linked across the record.
Most major expenses already include proof and reviewer context.
Category totals and distributions are summarized before the raw ledger detail.
2 transactions still need supporting proof before a reviewer is likely to feel fully comfortable.
2 transactions still need reviewer explanation for the cleaner handoff this product aims to create.
Estate account deposits
2 items
$28,500.00
Property costs
3 items
$4,380.00
Funeral expenses
2 items
$3,125.00
Legal fees
2 items
$2,240.00
Reimbursements
1 item
$1,500.00
Distributions
2 items
$6,500.00
Exhibit 01
insurance-deposit-letter.pdf
Life insurance deposit · application/pdf · 470.7 KB
Jan 8, 2026 · $24,500.00
Exhibit 02
closing-statement.pdf
Bank balance transfer · application/pdf · 317.4 KB
Jan 16, 2026 · $4,000.00
Exhibit 03
funeral-invoice.pdf
Funeral home invoice · application/pdf · 600.6 KB
Jan 18, 2026 · $2,485.00
Exhibit 04
insurance-renewal.pdf
Property insurance premium · application/pdf · 274.4 KB
Jan 22, 2026 · $1,260.00
Exhibit 05
plumbing-repair-invoice.pdf
Emergency plumbing repair · application/pdf · 528.3 KB
Feb 3, 2026 · $2,200.00
Exhibit 06
probate-filing-receipt.pdf
Probate filing fee · application/pdf · 191.4 KB
Feb 5, 2026 · $740.00
Exhibit 07
locksmith-receipt.svg
Executor reimbursement for lock changes · image/svg+xml · 140.6 KB
Feb 10, 2026 · $1,500.00
| Date | Title | Type | Category | Files | Amount |
|---|---|---|---|---|---|
| Jan 8, 2026 | Life insurance deposit Insurance proceeds deposited to the estate bank account after claim approval. Exhibit 01insurance-deposit-letter.pdf | INCOME | Estate account deposits | 1 | $24,500.00 |
| Jan 16, 2026 | Bank balance transfer Closing balance transferred from the decedent's personal checking account after death certificate review. Exhibit 02closing-statement.pdf | INCOME | Estate account deposits | 1 | $4,000.00 |
| Jan 18, 2026 | Funeral home invoice Paid directly from the estate account for services and burial fees. Exhibit 03funeral-invoice.pdf | EXPENSE | Funeral expenses | 1 | $2,485.00 |
| Jan 19, 2026 | Flowers and obituary notice | EXPENSE | Funeral expenses | 0 | $640.00 |
| Jan 22, 2026 | Property insurance premium Coverage kept active while the home remained listed for sale. Exhibit 04insurance-renewal.pdf | EXPENSE | Property costs | 1 | $1,260.00 |
| Jan 28, 2026 | Utility payments Gas, water, and electric kept active until personal property was cleared out. | EXPENSE | Property costs | 0 | $920.00 |
| Feb 3, 2026 | Emergency plumbing repair Repair completed to prevent water damage before listing the property. Exhibit 05plumbing-repair-invoice.pdf | EXPENSE | Property costs | 1 | $2,200.00 |
| Feb 5, 2026 | Probate filing fee County probate filing fee paid at the initial petition hearing. Exhibit 06probate-filing-receipt.pdf | EXPENSE | Legal fees | 1 | $740.00 |
| Feb 7, 2026 | Attorney retainer | EXPENSE | Legal fees | 0 | $1,500.00 |
| Feb 10, 2026 | Executor reimbursement for lock changes Executor paid locksmith directly to secure the vacant home after the funeral. Exhibit 07locksmith-receipt.svg | REIMBURSEMENT | Reimbursements | 1 | $1,500.00 |
| Mar 1, 2026 | Initial beneficiary distribution Partial distribution to one beneficiary after reserve was kept for open property and legal expenses. | DISTRIBUTION | Distributions | 0 | $3,000.00 |
| Mar 12, 2026 | Second beneficiary distribution | DISTRIBUTION | Distributions | 0 | $3,500.00 |
| Date | Title | Category | Amount |
|---|---|---|---|
| Jan 18, 2026 | Funeral home invoice Paid directly from the estate account for services and burial fees. Exhibit 03funeral-invoice.pdf | Funeral expenses | $2,485.00 |
| Jan 19, 2026 | Flowers and obituary notice | Funeral expenses | $640.00 |
| Jan 22, 2026 | Property insurance premium Coverage kept active while the home remained listed for sale. Exhibit 04insurance-renewal.pdf | Property costs | $1,260.00 |
| Jan 28, 2026 | Utility payments Gas, water, and electric kept active until personal property was cleared out. | Property costs | $920.00 |
| Feb 3, 2026 | Emergency plumbing repair Repair completed to prevent water damage before listing the property. Exhibit 05plumbing-repair-invoice.pdf | Property costs | $2,200.00 |
| Feb 5, 2026 | Probate filing fee County probate filing fee paid at the initial petition hearing. Exhibit 06probate-filing-receipt.pdf | Legal fees | $740.00 |
| Feb 7, 2026 | Attorney retainer | Legal fees | $1,500.00 |
| Feb 10, 2026 | Executor reimbursement for lock changes Executor paid locksmith directly to secure the vacant home after the funeral. Exhibit 07locksmith-receipt.svg | Reimbursements | $1,500.00 |
| Date | Title | Category | Amount |
|---|---|---|---|
| Mar 1, 2026 | Initial beneficiary distribution Partial distribution to one beneficiary after reserve was kept for open property and legal expenses. | Distributions | $3,000.00 |
| Mar 12, 2026 | Second beneficiary distribution | Distributions | $3,500.00 |
Created "Funeral home invoice"
Jan 18, 2026 · Ellen Chen · transaction created
Linked attachment "funeral-invoice.pdf" to "Funeral home invoice"
Jan 18, 2026 · Ellen Chen · attachment linked
Resolved missing proof warning
Feb 10, 2026 · Ellen Chen · readiness issue_resolved
Why this matters
Executors rarely want more software. They want a packet another person can review without asking them to rebuild the story from memory.
The sample shows the real paid moment: summary first, proof in the right place, and a cleaner handoff when questions come.