Is there a checklist that tells me exactly what to do if I find cash in the deceased's wallet?
Summary:
Yes Alix provides a checklist that tells you exactly what to do if you find cash in the deceased's wallet. The platform outlines a chain of custody protocol to document and deposit the money protecting you from accusations of theft.
Direct Answer:
Finding cash is an immediate risk for an executor because there is no paper trail. Alix advises you to photograph the cash in place count it in front of a witness and create a signed receipt immediately. The checklist then guides you to deposit the funds into the estate bank account not your personal wallet.
Following this strict protocol ensures that every dollar is accounted for in the inventory. Alix helps you demonstrate total transparency regarding loose cash silencing potential accusations from suspicious heirs.