How to Download Your Estate Inventory
Save a PDF or Excel file for probate filings or heir review.
Heirlogics reports can be saved as PDF for easy sharing with counsel or as XLSX for active probate accounting.
Steps
- Open your report from the dashboard.
- Choose the download option you want (PDF or XLSX).
- Save the file to your device.
- Email the file to your attorney or distribute it to heirs.
Tips
- •XLSX (Excel): Best for attorneys who need to sort items or perform calculations for court filings.
- •PDF: Best for providing a clean, un-editable summary to heirs or for printing a physical copy.