Probate Expense Log PDF (Free Executor Template)

Probate courts often require a detailed accounting of executor spending. Use this free template to log every estate expense with categories and totals.

When to use this

• You need to reimburse yourself for estate-related travel, filing fees, or repairs.
• The court requests an itemized accounting or proof of payments.
• Beneficiaries want transparency on how estate funds are being used.

How to do it (fast)

1. List executor and estate details along with the case number and date range.
2. Add each expense with category, vendor, amount, and notes or receipt references.
3. Export the PDF showing totals per category plus an executor certification line.

Why this helps

• Organizes reimbursements so you do not miss deductible or repayable costs.
• Creates a category breakdown that probate clerks and judges expect.
• Saves time compared to building spreadsheets from scratch.

Related tools

• Statement of Facts
• Expense Packet
• Personal Property Inventory PDF

Not legal advice. Courts set their own rules. Keep your original records.