The Tasks Tab lists key tasks in the estate settlement process: your goal is to be able to mark all listed tasks as complete (or N/A).
EstateExec customizes the tasks according to the particulars of your estate, so this list can change somewhat over time as more becomes known about the estate. The automated list is not intended to be exhaustive, and it's likely that you will have additional tasks for your particular estate, so you can also add your own custom tasks as desired.
See also Key Duties for a high-level discussion about executor duties and individual tasks.
You can manage both standard and custom EstateExec tasks as follows:
In addition to standard tasks calculated by EstateExec, you can also track your own custom tasks (however, it can be overwhelming to try to structure every little "to-do" as an official task, and there is no legal requirement to track custom tasks: if your main goal with custom tasks is to have a record of your activities and time spent, you may want to consider the Time Log instead):
EstateExec displays tasks in different colors:
Some EstateExec tasks include links to third-party service providers who can help you complete the task, often with a special EstateExec discount (for example, see Task: Dispose of unwanted assets). EstateExec does not recommend or receive compensation from these discount providers; we make these offers available simply as a service to our customers. See also Discounts.
By default, EstateExec tracks the date you complete each task:
EstateExec marks certain tasks inapplicable depending on estate gross value (and other factors). When setting up a new estate, you are asked to provide a rough estimate for the estate gross value, so that EstateExec can determine the likely applicability of these tasks. You can change this estimate at any time via the Tasks Tab, you can just leave the estimate blank if you want to make decisions about these tasks yourself, and you can override the N/A determination for any task at any time.
Rather than using a gross value estimate, you can tell EstateExec to instead make these decisions based on the actual values of the assets listed on the Assets tab (although this doesn't really make sense in the early stages of the estate settlement process, when you are still trying to find all the assets and determine their values. To use actual values, select "Listed Assets" for Estate Gross Value Type in the Task Options dialog (available via the "Options..." button at the top right of the Tasks table).
By default, EstateExec shows tasks grouped by Timing Period (e.g., First Month, As Possible, Tax Year, etc.).
As with any EstateExec table, you can sort the contents by clicking on a column header (to sort by multiple columns, use Shift+Click). However, clicking the Due column uses special processing, showing you first the tasks by Due date that are not yet done, then the tasks by due date that are done, and finally the tasks with no due dates. This is designed to help you quickly see the tasks that are still due.
EstateExec tables are quite powerful. Here are a few additional tips for using the Tasks table: