Probate Plus knowledgebase
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Making interim distributions (PPv5)

How : From 'Estate' choose 'Make a distribution'.

Distribution properties explained.

Dated

Enter the date of the distribution.

Description

Enter (or pick) a description for the distribution (E.g. "Interim distribution" or "Cash distribution").

Value

Enter the value of the distribution.

From account

Choose a cash account from which to debit the distribution.

Reconciled

Click on the box to mark (put an x in the box) this posting as reconciled - ie agreeing with your internal office accounts system.

Final distributions are made using the same screen as above. However, make sure that you thoroughly check the capital and cash position of the matter, as well as looking for any unpaid expenses or legacies. You don't want to over-distribute! 

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