If you already have a spreadsheet listing estate assets, you may be able to save time by importing that list into EstateExec (rather than manually retyping everything).
You can use the Advanced | Import button (found at the top of the Assets table) to automatically list assets described in an existing CSV file.
This feature is particularly helpful for professionals that repeatedly deal with multiple estates and numerous assets. However, if your list is in an unsupported format (e.g., Word, PDF), is somewhat unstructured (e.g., the value is embedded in the text rather than having its own column), or is not perfectly regular (e.g., some assets have extra cells), then it may be more work to try to "automatically" import the file than to simply enter the assets by hand. If you are unsure, we recommend trying the automated import to see if it gives you what you want with minimal effort, and if things start to get confusing or require significant formatting work, then switch gears and simply enter the assets manually.
EstateExec can import from files in CSV (Comma Separated Value) format. A CSV file consists of multiple lines (one per asset), with each asset field separated from the next by a comma. Ideally, the file has a header row that helps explain the meaning of the properties. Here's what a sample file might look like:
Asset,Type,Value At Death,Value Now,Notes
AT&T Stock,Stocks,$9,000.00,,300 shares
Diamond Necklace,Jewelry,$12,000.00,$12,000.00,Samantha always loved this necklace
Ford Taurus,Vehicle,$4,000.00,$3,500.00,"2015, 35K miles"
Savings Account,Deposit Account,$18,500.00,$18,750.00
Some things to note about the above sample:
If your file is in a format for a spreadsheet program (e.g., Excel), you can export the contents into a CSV file via the spreadsheet program's Save As function, selecting file type CSV. Note that when you do this, your file must only contain data in the format described above. A header row is helpful, but you must delete any title rows, extraneous notes on the side, extra tabs, and so forth. Your goal is to export a file that contains only a header row (optional), and one row per asset.
To add assets from a file into the Assets table:
Sometimes you may have an address or a point of contact associated with an asset (e.g., City, Phone, Street Address).
EstateExec organizes all estate contacts in the Executor | Contacts table. If you import location details with an asset, EstateExec will create a new Contact for the asset (or reuse a matching Contact you have already defined).
If you include a "Location" field (in addition to fields such as City, State, etc.), that Location field will define the Name of the Contact (e.g., Mom's House, Bank of America, Storage Shed). It is not necessary to duplicate all of the associated contact information every time you reference a Location by name.
If you include location information but do not provide an actual Location name, then EstateExec will make one up for you. If desired, you can change this later by editing the created Contact. If you include location information for an asset, but the Location name has already been used along with different location details, EstateExec will make up a new name for the new Location.
Ideally, everything will go smoothly, and you'll never have to read this section. But just in case...