Accounting resource
A ledger that shows where the balance went
EstateLedger uses a simple working identity so an executor can review the story of an estate before relying on a report.
Charges = assets + income.
Credits = expenses + distributions.
Remaining balance = charges - credits.
Credits = expenses + distributions.
Remaining balance = charges - credits.
Why the categories stay separate
An asset is property or money brought into the estate inventory. Income arrives after the estate is opened. An expense pays an estate obligation. A distribution moves estate value to a beneficiary or other recipient. Combining those categories makes it harder to see what still needs review.
What the report includes
- A summary of the four entry categories and the calculated remaining balance.
- A dated detail table with descriptions, types, and positive recorded amounts.
- Task progress and an executor compensation estimate only when a supported schedule exists.
- A warning when recorded credits exceed recorded charges.
Compensation schedules
The current calculator supplies tiered estimates for California Probate Code section 10800 and New York SCPA section 2307. It returns no fixed estimate for other states. That is an intentional limitation, not a claim that another state's rule is the same.
Review before filing. This is an organizational working report. Reconcile it to statements and confirm court requirements with a qualified professional.