Log Time Spent
You can track your time and effort in the Executor tab (this can be important when calculating executor compensation in certain states, for example).
Note that EstateExec tracks important records throughout the entire product, for instance automatically recording asset sales into the estate account ledger. Consequently, you don't need to write down everything in the Log table: it's primarily designed to enable you to track your hours, and record any key decisions you make that aren't already recorded elsewhere, such as in the Estate Notes, Task Notes, Distributions Tab, Assets Tab, and so forth. This is really about your time.
Add a Log Entry
To add a new log entry, click the "Create Entry" button on the top of the table, then fill out the new row that gets added to the top of the table.
To delete one or more log entries, select whatever rows you want to delete via the checkmark in the first column of each row, then click the "Delete" button at the top of the table.
Include Older Entries
By default, EstateExec will show the most recent Log entries in the Log table. To see more entries, click the "Include Older Entries" button in the bottom right of the table. If that button says "All dates included", it means there are no more entries.
Find an Entry
As with all EstateExec tables, you can search and sort using the column headers. Note that these actions only operate on the entries currently in the local table: if you want to search all entries, be sure to click the "Include Older Entries" button (if present) below the bottom right of the table until all entries have been retrieved.
EstateExec displays the sum of the hours of all log entries at the top of the table, even if all entries are not currently included in the table. In contrast, the summary row at the bottom of the table displays only the sum of the rows currently "visible" in the table. It does not include any older entries if you haven't clicked the "Include Older Entries" button, and it does not include entries you may have temporarily filtered out.
The last column of the table enables you to categorize the activity according to labor type (primarily used in states which tie executor compensation to executor labor).
- Unskilled: The most basic type of labor, such as carrying boxes or mowing the lawn.
- Standard: Typical executor tasks, ranging from sorting through belongings, to selling assets.
- Professional: Highly skilled work such as legal or tax submissions usually done by a professional (this category is primarily used when the executor is an actual lawyer, for example, performing duties normally handled by a professional lawyer).