Log Executor Activity

The Executor tab allows you to manage:

• Contacts (i.e., address book)
• Executor Time (i.e., activity log)
• Executor Expenses (i.e., out-of-pocket expenses for which you expect reimbursement from the estate)

You can switch between viewing any of the above tables by clicking the desired table name at the top left of the Executor ab.

Executor Files: At the bottom left of the Executor tab are a couple of predefined locations for you to store your executor Letters of Authority and any other executor-related documents to which you wish easy access. It is not necessary to upload anything here: this capability is simply for your convenience.