Beneficiary Invoice Template

The beneficiary invoice is for any heir or rightful individual or organization to an estate. The beneficiary would use the invoice to request property from the holder of the asset. With the holder of the asset being under the power of the Executor which is the person in charge of distributing the property of the person that died. This type of invoice is common with individuals that have died without a Will or someone who has died below the State minimum requirement for probate (Small Estate).

How to Write in PDF or Word

Step 1 – Download in Adobe PDF or Microsoft Word (.docx).

Step 2

How to Write in Excel

Step 1 – Download in Microsoft Excel (.xlsx)

Step 2