When the executorship is administratively finished

An executorship is not finished because the funeral is over or because a bank has released a balance. Administratively finished means that the tasks have been worked through or deliberately handed over, that the division has been carried out as agreed, and that the account and justification lies with the heirs. They have been informed; that is something other than everyone being satisfied. You keep an open dispute visible. You do not call the executorship closed while that question still lies with the notary. Closing is a status after the work is there, not a way to make a difficult question disappear.

There is no statutory end date by which a whole estate must have been wound up. Periods that do exist stand on a concrete document, such as an assessment, a purchase agreement or a letter from a creditor. You put that date on that task, not on the executorship as a whole. Whoever asks when it is finished gets a state of affairs: which banks have replied, which home has not yet been transferred, which debt is open. An invented month is a promise you later have to take back. A planning in the file is a working arrangement with a source per date, not a promise to the family.

Before you archive, check the fixed parts. The death certificate is in it, and the certificate of inheritance too if the bank or the notary has used it. Debts have been paid or are deliberately open with a reason, advances have been written off, the key list is right. The time sheet is up to date and the account matches the statements. If a document you may share is missing, that goes first to the heir who needs it. Archiving with a gap in the enclosures produces more work later than closing the gap now.

Discharge (kwijting) by the heirs is a legal step. The notary says whether it is needed and in which form. A thank-you email is not a discharge and neither is a downloaded pdf. Record that you have provided the account, on which date and to whom, and keep the reply. Whoever does not reply stays an open line. Do not set that person to agreed because a period you named in the letter has expired, unless the notary says that inference is allowed. Until then the status is provided, not accepted.

Archiving in Ervazo is an administrative status. The file stays readable, the tasks stand closed, the letters and the values stay as you have recorded them. The program sends no final letter, pays no remainder and files no return. The inheritance tax return is a separate track with the Belastingdienst, even if the division is already complete. Keep a task on that track until the return has been filed by the person who is authorised to do so, or until the notary says that it falls outside this file. An archived file does not prove that the Belastingdienst is finished; it marks that your administration stands still on this point.

This is an administrative checklist, not legal advice. The notary, the bank or the body concerned decides what this file needs and in which order. Ervazo keeps the tasks, the letters and the recorded values. The program does not send the letters, does not pay any debts and does not file a return. For each step, note the date, the person and the document you have received. What is still missing stays an open task. A ticked line means only that the administration has been updated. Set the status to archived only once the tasks, the division and the account are in order and the heirs have been informed.