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Web track executor expenses (worksheet) you also might incur expenses in your executor role which should be charged to the. It has been developed to help the. Web create a financial asset worksheet. Web the estate inventory workbook is a tool that can be used by an executor* when settling an estate. Web by creating an income and expense report on the estate account, the final accounting becomes an easier task for the executor. Capture all assets of the estate and an estimate of their value in one place. Web when you’re who executor of someone’s estate, there are many steps to follow, inclusion showing one reporting to.