Estate expense tracker template
When to use it
- You are paying estate costs out of your own pocket and need to reclaim them later.
- More than one executor or family member is spending money on the estate.
- You want a clean record to attach to the final estate accounts.
How to use it
- Log every expense the day it happens — small items are the ones that get forgotten.
- Keep the receipt or invoice for each line; note next to the entry where it is filed.
- Executors are entitled to reclaim reasonable expenses from the estate before beneficiaries are paid.
Running log
- Date — paid by — paid to — reason — amount — receipt filed
Common categories
- Death certificates and registration costs
- Funeral director, venue and wake
- Probate court fee and extra grant copies
- Professional valuations (property, jewellery, collections)
- Property insurance, clearance and maintenance
- Statutory notices in The Gazette and local paper
- Postage, travel and document copying
Last reviewed 2026-09-05. Apply For Probate Online is an independent self-help service and is not part of HM Courts & Tribunals Service or GOV.UK.
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