This article will show you how to:
- Create a Letters of Administration - Will Annexed matter
- Entering Deceased's Date of Death and Occupation
- Entering Case Details
- Entering Application Details
- Entering Will and Codicil Dates and Witness Details
- Entering Asset Details
- Entering Real Estate Details
- Entering Asset Holder and Asset Details
- Entering Creditor and Liability Details
- Entering Beneficiary and Beneficiary Details
- Location of Court Card and Witness Cards
Create a Letters of Administration - Will Annexed Matter
To create a new Letters of Administration - Will Annexed matter, follow the steps below
1. Select Letters of Administration - Will Annexed > Next
2. Enter the Administrator contact information and their Relationship to the Deceased
3. Enter the Executor/s contact information, why they cannot act as Executor in this matter and their Relationship to the Deceased
Entering Deceased's Date of Death and Occupation
4. Enter Deceased Contact Card
5. Go to Advanced view > Additional Details on the Deceased Card to enter the Occupation and Death Details
Entering Case Details
6. Enter Case Details, including the Court contact information and Case Number
Entering Application Details
7. Enter the Application Details, including the Intention to Apply for Publication date and Date of the Grant.
Entering Will and Codicil Dates and Witness Details
8. Enter the Will Details
- Date of Will and the Witness Contact Cards
- If applicable insert Date of Codicil and the Codicil Contact Cards
- If applicable insert Name in Will, if the name is different to the Deceased's Legal Name
Entering Asset Details
Personal Effects
9. Open the Personal Effect Layout
- Select the Asset Type from the dropdown list
- Enter the description of the Personal Effect Asset
Open the Personal Effect Layout and select an Asset Type from the dropdown List
Entering Real Estate Details
10. Open the Real Estate Layout and enter the data
Entering Asset Holder and Asset Details
11. Enter the Asset Holder contact details
12. Open the Asset Details Layout and enter the data
Entering Creditor and Liability Details
13. Enter the Creditor contact details
14. Open the Liability Details Layout and enter the data
Entering Beneficiary and Beneficiary Details
15. Enter the Beneficiary contact details
16. Open the Beneficiary Details Layout and enter the data
Location of Court Card and Witness Cards:
A. The Court Contact Card is located on Case Details Layout
B. The Witnesses to Will and Codicil Contact Cards are located on the Will Details Layout