The Will (ACT) matter type includes Client and Will Details for an individual or a couple standard Will. The Will Details layout provides entry for interested parties and other related data to complete a Will.
Common Cards and Layouts
The Client Contact Card with its own Will Details appears by default on a Will (ACT) matter:
For mirroring/mutual Wills, a second Client can be added with its own separate Will Details:
Uncommon Contact Cards and Layouts
Uncommon contact cards are also available for selection on a matter-by-matter basis:
- Previous Solicitor
- Additional Party
Learn how to select uncommon contacts from within the matter.
If you don’t see a contact card needed for this matter type, you can submit a request for it to be added to Smokeball.
Precedent Library
The Will (ACT) matter provides access to the Estate Planning (ACT) Precedent Profile. This pre-set Precedent Library folder contains non-legally drafted precedents for everyday use, together with shortcuts to commonly used documents found under Court & Authority forms:
If the Precedent Profile does not appear in the Precedent Library, please ensure that you have subscribed to the Precedent Profile.
If you don’t see a commonly used and publicly available form and you would like it added to Smokeball, you can request a form.
Precedent Spotlight
A basic Will and Will Clauses precedent is available to help build your own customised Wills.