Assets include real estate, stocks, mutual funds, jewelry, furniture, cars, and so forth: anything that's worth money (see Managing Assets for a general discussion on the topic).
To manage assets using EstateExec, begin by listing all significant and relevant assets in the Assets tab (see Enter Asset for specific EstateExec instructions, and Taking Inventory for some practical advice).
Next you will want to plan the disposition of those assets: by the end of the estate settlement process, no assets should remain in the estate. To help you with this, the Assets table contains a Plan column, which you can set to one of the following:
Once you have a complete plan (or even before), you can take action to "settle" individual assets:
You can also directly access the desired settlement dialog by clicking the corresponding cell in the asset's row (e.g., Distributed).
The Estate Disposition chart on the Overview tab provides feedback on your overall plan and status in implementing that plan. Eventually, all assets should have a plan, and all plans should have been carried out. The Heir Allocation charts provide feedback on how your plan is meeting the percentage heir allocation targets.
The following topics provide more detailed instruction on using EstateExec to manage assets: