Keeping records and paperwork
After you set up Montane Estates, you must keep financial records and paperwork organised and handy throughout the administration. Learn more about what you need and why.
As well as a list of assets, you need to organise and manage paperwork and records of the estate. If and when disputes arise, the executor must supply proof of the management of the estate expenses. Without adequate receipts and documentation, providing evidence is difficult.
Plus, financial institutions and organisations require paperwork for their processes and checks.
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Learn how to …
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