Income/Disbusments

[Guest]

My Mother passed away leaving me as ececutor of her estate. I have 5
siblings. I have her sizable checking acct. and 10+ annuities/life
insurance/stocks that have to be cashed in and disbursed through a family
trust. What access template would be best to use? I need help.
Thanks
Danny

 

[Guest]

Hi Danny,

Your best course of events would be to find a suitably qualified financial
advisor/accountant and let them handle this for you.

Damian.

 

[Jeff Boyce]

Access is a relational database. It sounds like you have questions about
calculations ... more of a spreadsheet function.

I'm with Damian -- do you want to spend the time crawling up the learning
curve, or do you want to hire someone who is already trained and
knowledgeable on the topic?

Regards

Jeff Boyce
Microsoft Office/Access MVP