The Tasks Tab lists key tasks in the estate settlement process: your goal is to be able to mark all listed tasks as complete (or N/A).
EstateExec customizes the tasks according to the particulars of your estate, so this list can change somewhat over time as more becomes known about the estate. The automated list is not intended to be exhaustive, and it's likely that you will have additional tasks for your particular estate, so you can also add your own custom tasks as desired.
See also Key Duties for a high-level discussion about executor duties and individual tasks.
Working with Tasks
You can manage both standard and custom EstateExec tasks as follows:
- Find a Task: Type a keyword or phrase in the Task filter field at the top of the table.
- Get More Information: Click the task's summary description (in the column labeled "Task").
- Mark Complete: Click your mouse in the task's "Done" cell (don't forget to save the estate at some point).
- Mark N/A (Not Applicable): To mark a task not applicable (perhaps the task is about life insurance, and the decedent didn't have any), click your mouse in the task's "N/A" cell, which will gray out the task and exclude it from progress calculations. You can also select several tasks using the row selector checkmark (in the very first column), and mark them all N/A using the Mark N/A button at the top of the table.
- Exclude N/A Tasks: You can use the checkbox at the top right of the table to include or exclude showing tasks you have marked "Not Applicable". You can also use the filter row by typing "Y" or "N" at the top of the N/A column.
- Assigned: There is an optional "Assigned" column available for Tasks, not shown by default (as with all EstateExec tables, you can control which columns to show via the menu in the top right of the table). You can use this column to divvy up responsibilities if you are working with multiple people.
In addition to standard tasks calculated by EstateExec, you can also track your own custom tasks (however, it can be overwhelming to try to structure every little "to-do" as an official task, and there is no legal requirement to track custom tasks: if your main goal with custom tasks is to have a record of your activities and time spent, you may want to consider the Time Log instead):
- Add a Custom Task: Click the "Create Task" button on the top of the table, then fill out the dialog box that appears.
- Modify a Custom Task: Click the task name in the table and make changes in the edit dialog that appears.
- Delete a Custom Task: 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.
- Custom Column: You can explicitly include a Custom column in the table via the menu in the top right of the table, enabling you to show only your own custom tasks, standard EstateExec tasks, or both. For example, you can enter a "Y" in the column's filter field to show only the custom tasks you have defined.
EstateExec displays tasks in different colors:
- Blue: Normal tasks
- Green: Custom tasks you defined
- Black: Completed tasks
- Gray: Tasks you marked "Not Applicable"
Services and Discounts
Some EstateExec tasks include links to third-party service providers who can help you complete the task, often with a special EstateExec discount (for example, see Task: Dispose of unwanted assets). EstateExec does not recommend or receive compensation from these discount providers; we make these offers available simply as a service to our customers. See also Discounts.
By default, EstateExec tracks the date you complete each task:
- Set Done Date: To mark a task complete and record the completion date, click the Date Done cell of a given task and select the desired date.
- Mark Task Done: As a shortcut, you can simply click a task's Done cell, and it will set the Date Done to today's date.
- Disable Date Tracking: If you don't want to bother tracking completion dates, you can use the Task Options dialog to turn off this feature: click the "Options..." button at the top right of the table, and uncheck "Track dates".
EstateExec marks certain tasks inapplicable depending on estate gross value (and other factors). When setting up a new estate, you are asked to provide a rough estimate for the estate gross value, so that EstateExec can determine the likely applicability of these tasks. You can change this estimate at any time via the Tasks Tab, you can just leave the estimate blank if you want to make decisions about these tasks yourself, and you can override the N/A determination for any task at any time.
Rather than using a gross value estimate, you can tell EstateExec to instead make these decisions based on the actual values of the assets listed on the Assets tab (although this doesn't really make sense in the early stages of the estate settlement process, when you are still trying to find all the assets and determine their values. To use actual values, select "Listed Assets" for Estate Gross Value Type in the Task Options dialog (available via the "Options..." button at the top right of the Tasks table).
By default, EstateExec shows tasks grouped by Timing Period (e.g., First Month, As Possible, Tax Year, etc.).
As with any EstateExec table, you can sort the contents by clicking on a column header (to sort by multiple columns, use Shift+Click). However, clicking the Due column uses special processing, showing you first the tasks by Due date that are not yet done, then the tasks by due date that are done, and finally the tasks with no due dates. This is designed to help you quickly see the tasks that are still due.
Other Task Table Hints
EstateExec tables are quite powerful. Here are a few additional tips for using the Tasks table:
- As with most EstateExec tables, some columns are not shown by default (e.g., Custom, N/A). You can include those columns in the table via the menu in the top right of the table.
- To see just the remaining tasks, enter an 'N' in the Done column filter and an 'N' in the N/A column filter.
- To see just the tax tasks, enter "Tax" in the Category filter. You can do this with any specific task category.