NSW - Letters of Administration

This article will show you how to:


Create a Letters of Administration Matter

To create a new Letters of Administration matter, follow the steps below

1. Select Letters of Administration > Next
LoA New Matter NSW.png

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

3. Enter Administrator Contact Card

4.  Enter Administrator Relationship Details.  Select from the dropdown list
LoA Administrator Relationship NSW.png

Entering Deceased's Date of Death and Occupation

5. Enter Deceased Contact Card
LoA Deceased Contact Card.png

6. Go to Advanced view > Additional Details on the Deceased Card to enter the Occupation and Death Details
LoA Deceased Card Advance View(1).png
LoA Deceased Advanced Tab.png

Entering Case Details

7. Enter Case Details
LoA Case Details NSW.png

Entering Application Details

8. Enter the Application Details
LoA Application Details NSW(1).png

Entering Asset Holder, Creditor and Beneficiary Contact Cards

 9. Enter separate Contact Details for each Asset Holder, Creditor and Beneficiary
LoA Additional Contact Cards NSW(1).png

Location of Court Card

The Court Contact Card is located on Case Details Layout.

LoA Court Card Location NSW.png
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