VIC - Probate

This article will show you how to:

Create a Probate Matter

To create a new Probate matter, follow the steps below

1. Select Probate > Next

2. Enter the parties' details. For help on this, see Matter Details or Adding Contacts.

3. Enter  Each Executor Contact Card Separately

4.  Enter Executor Capacity Role, Relationship Details and Name if different in the Will. 

Entering Deceased's Date of Death and Occupation

5. Enter Deceased Contact Card

6. Go to Advanced view > Additional Details on the Deceased Card to enter the Occupation and Death Details

Entering Case Details

7. Enter Case Details

Entering Will and Witness Details 

9.  Enter the Will Details (Date of Will and the Witness Contact Cards). You may also enter the Deceased's name if different in the Will here.

Add Personal Effects

10.  Enter the Personal Effect details separately for each asset that was held by the Deceased

Add Real Estate

11. Enter the Real Estate details separately for each property that was owned by the Deceased.

Add Asset Details

12. For each Asset that was not held directly by the Deceased at the time of their death (e.g. Bank Account), add an Asset Holder contact card and the Asset Details

Add Liability Details

13. For each Liability owed by the Deceased at the time of their death (e.g. Mortgage), add a Creditor contact card and the Liability Details

Location of Court Card and Witness Cards: 

A. The Court Contact Card is located on Case Details Layout

B. The Witnesses to Will are located on the Will Details Layout

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