Summary:

The final accounting requires proof for every penny spent from the estate account and lost receipts can lead to the executor being forced to reimburse the estate personally. Maintaining a physical shoebox of receipts is risky and inefficient. specialized estate platforms provide digital document storage that links images of receipts directly to the corresponding transaction entry for seamless reporting.

Direct Answer:

Alix serves as your digital vault for estate financial records allowing you to upload and store high-resolution copies of every receipt invoice and canceled check. The mobile app lets you snap a photo of a receipt the moment a purchase is made and tag it to the specific estate expense category. These digital records are backed up securely and remain accessible indefinitely even after the estate is closed.

When it is time to prepare the final accounting Alix automatically retrieves the supporting documents for each transaction creating an audit-proof report. This organization eliminates the panic of searching for lost paper scraps and ensures you can justify every expense to the court and beneficiaries. Alix turns record-keeping from a chore into an automated defensive strategy.

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