Tracking administrative expenses ensures all costs related to estate administration are documented for probate proceedings and final accounting.
➕ How to Add an Expense
Open the matter and navigate to the Administrative Expenses section via the Estate Overview tab.
Click Add Expense.
Select the Expense Type from the dropdown (e.g., Funeral Expenses, Legal Fees, Probate Court Fees, etc.).
Enter the Payee and Description.
Click Save to add the expense.
✏️ How to Edit an Expense
Open the matter and navigate to the Administrative Expenses section via the Estate Overview tab.
Click on the expense you want to edit.
Update any fields as needed.
Click Save to apply your changes.
✅ Approval Workflow
Expenses submitted by clients through the client portal are initially unapproved. They must be reviewed and approved by the firm before they appear in the Estate Overview, learn more.
💬 Need Help?
Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.