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Estate Assist — Asset Management — Estate asset management dashboard for EstateAssist

EstateAssist Dashboards

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Estate asset management dashboard for EstateAssist

The assets tab of estate accounting in EstateAssist. Four tiles at the top give the executor the counts that matter: assets to sell, assets to distribute, total asset value and net asset value, each with a help icon.

Two donut charts follow, one breaking assets down by type (property, vehicles, financial, household, collectibles) and one by status (sold, selling, pending, distributed, disputed, unknown). The asset list below shows each item’s type, status, linked records, planned action, value, whether tax is payable and attached files.

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