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Florida Form Builder now features Probate Inventory and Probate Accounting calculators that allow you to compile all of the information you need to quickly do an inventory and accounting, and provides links to the pertinent forms.
For Florida practitioners, these calculators are just two more ways Form Builder helps streamline document assembly.
You'll find the Florida Probate Inventory and Probate Accounting calculators in the Tools box on the Form Builder homepage.
The Florida Probate Inventory calculator eliminates manual calculations and allows you to easily create estate inventories for your probate matters. Simply enter the required information, and value of the estate will be automatically calculated.
Click on the green plus sign (+) to add a property. You can differentiate between various types of real and personal property, including homestead, non-exempt homestead, and out-of-state property.
A value box will populate when applicable; enter a value and click OK.
Once you have entered all appropriate property, you can access the inventory form by clicking on the link on the right-hand side under Related Content. The inventory you have entered will automatically be included on the inventory form.
Note: Use the red X to delete entries.
The Florida Probate Accounting calculator simplifies the entry of transactions, and allows you to produce an estate accounting for your probate matters and list the transactions that have occurred during the period covered by the accounting and the assets that remain on hand.
The Florida Probate Accounting calculator contains a summary sheet and schedules A through E, and shows all receipts, disbursements, distributions, capital transactions, and cash and non-cash assets on hand at the end of the accounting period.
Start in the General tab and add the beginning and end dates for the accounting period and the starting balance.
Continue to the Receipts tab. Click the green plus sign (+) to add/edit a receipt and fill in the date, description, and classify whether the item is income or principal. Click on OK.
You can also navigate through to the Disbursements and Distributions tabs to add applicable entries (similar to Receipts). Each tab will give a brief description of what should be added.
Next, click on the Capital Transaction tab to add items under Schedule D. Click the green plus sign (+) to add the date, description, and net gain or net loss of the capital transaction.
Then click on the Assets tab to add both non-cash assets on hand and cash on hand at the close of the accounting period.
Finally, the Summary tab will show all of your entries from the prior tabs. Note: The Accounting Summary Form with Cover Page is available on the right-hand side under Related Content.
Quick-Start Video: Form Builder: Florida Probate Inventory and Accounting Tools
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