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Human Law
THE OUT-OF-COURT EXECUTOR · APPENDIX D2

Estate Position at a Glance

These worksheets give executors, beneficiaries and advisers a shared picture of the estate’s assets, available cash, outstanding bills and costs of delay. They aid understanding while administration continues; they do not replace formal estate accounts.

Include estate assets only, identify estimates and check the figures against your records. This worksheet does not decide whether money can safely be distributed.

Your entries stay on this page and are not sent to Human Law. They are not saved when you close or refresh it. Use Print / Save as PDF to keep a copy.

Overseas assets or costs? (optional)

Enter all figures in pounds. If converting overseas amounts, record the original currency, exchange rate and conversion date below.

Human Law does not advise on foreign law or overseas tax. Seek appropriate local advice where required.

1. Assets and current estimated values

Use current balances and estimated values. Count each asset once: replace a sold asset with the cash still held from its sale. Accessible cash in section 2 is included here.

Total current estimated assetsNot entered

2. Cash currently accessible

Identify the cash from section 1 that can actually be accessed now. Exclude funds not yet released. Do not add this total to section 1.

Total accessible cashNot entered

3. Outstanding bills and tax

Enter unpaid sums only. Include expenses personally paid that remain due for reimbursement; exclude bills already paid by the estate.

Total listed outstanding liabilitiesNot entered

4. Monthly carrying costs

Enter monthly amounts, converting annual bills where needed. Use tax interest only if applicable and independently checked. These are projected continuing costs, separate from bills already outstanding.

Total estimated monthly costNot entered

For a more detailed schedule, use the carrying-cost calculator.

5. Unresolved issues preventing progress

Blank amounts are not treated as confirmed zeroes. Totals cover only the figures entered. This worksheet does not establish beneficiary entitlements, safe distributions, recoverable losses or responsibility for delay.

Need advice on a stalled estate?

Contact Justin Patten with a brief outline and any deadlines. We check availability, suitability and conflicts before agreeing paid work. An enquiry does not commit you to payment.

Email advice@human-law.co.uk · View the fixed-fee initial review