Estate Inventory — NotarFlow

IN DETAIL

Gather, evidence, release.

Positions out of the documents, not out of memory.

Every document handed in is read and assigned to the asset positions: accounts, property, securities, receivables, liabilities. What is evidenced more than once is merged instead of counted twice.

Assets and liabilities with their values at the reference date
Every position shows its evidence, one click jumps into the document
Duplicates are recognised and merged

Estate · position

Current account, Sparkasse · 14,230.18 €Bank statement p. 1

Property at Birkenau, sheet 1847Two sources

Portfolio value at the reference dateMissing

What is missing is chased, not estimated.

No value at the reference date, no position: missing evidence appears as a gap, together with a suggestion of which document would close it. The letter to the bank or the insurer sits prepared in the approval view.

A list of gaps per inventory, prioritised
Request letters prepared, sent only after release
Evidence arriving later assigns itself to its position

Outstanding evidence

Portfolio statement at the date of deathRequest prepared

Surrender value, life insuranceWaiting for an answer

The draft in your own form.

Out of the evidenced positions the inventory is built in your own template, as an editable Word document. You check, correct and release; the system records which position rests on which piece of evidence.

Draft inventory from your own template
Totals and the reference-date logic can be followed
Release with a log, as everywhere in NotarFlow

Inventory · draft

42 positions · 38 evidencedReady for checking

4 positions openEvidence requested

QUESTIONS ABOUT THIS MODULE

Answered briefly.

Which cases is the module worth it for?

For every notarial estate inventory with a noticeable volume of documents. The more accounts, portfolios and properties there are, the larger the saving against gathering them by hand.

How does the system know the values at the reference date?

From the documents handed in. If a value at the reference date is missing, it is not interpolated but carried as a gap and requested from the institution.

Does the inventory stay editable?

Yes, the draft comes as a Word document from your own template. The last word is always your release.

The inventory grows out of the evidence.

Gather, evidence, release.

Positions out of the documents, not out of memory.

What is missing is chased, not estimated.

The draft in your own form.

Answered briefly.

3,499 € a month, per notary.