Conservator Handbook - Probate Court Of Mobile County Page 13
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219.
All invoices, billing statements, vouchers and receipts for services rendered or items
purchased should be preserved and held as proof in support of checks drawn in payment
of any such bills.
Sample No.3
A separate ledger should be kept and maintained that identifies non-cash assets in the
Estate with their description, location and their value, e.g.:
10.
All Certificates of Deposit and any other investment account.
11.
Any pending lawsuit or litigation.
12.
All real property.
Note: Wherever possible, evidence (documentation) in support of the title to such
property/item should also be kept, protected and held for safekeeping.
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