09/10/2026
Small pieces of paperwork can matter when you are managing an estate.
Keep invoices, receipts, bank statements and a dated record of estate transactions together. Note what each payment was for and retain the supporting document.
Before paying an expense from estate funds or reimbursing yourself, ask whether it is appropriate and what evidence is needed.
A clear record helps your solicitor understand what has happened and supports the estate accounts.
General information only. Requirements vary by state or territory and your circumstances.
[email protected] | nationalprobate.com.au