Estate Assist Distribution — Beneficiary asset distribution table for EstateAssist
Distribution in EstateAssist, where the executor hands out the estate’s assets to beneficiaries. The table lists each beneficiary, the asset, its value, its status (distributing, distributed, unknown) and whether a receipt was sent or received, with a date.
Add Distribution opens a side panel to choose a beneficiary and an asset, set the status, action, receipt and date, record the ownership share and value, and attach proof of receipt. A link to an important read sits next to the table heading.
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