This article will show you how to:
- Create a Letters of Administration Matter
- Enter Deceased's Date of Death and Occupation
- Enter Case Details
- Enter Application Details
- Enter Asset Holder, Creditor and Beneficiary Contact Cards
- Location of Court Card
Create a Letters of Administration Matter
To create a new Letters of Administration matter, follow the steps below
1. Select Letters of Administration > Next
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
Entering the 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 Application Details
8. Enter the Application Details
Entering Asset Holder, Creditor and Beneficiary Contact Cards
9. Enter separate Contact Details for each Asset Holder, Creditor and Beneficiary
Location of Court Card
The Court Contact Card is located on Case Details Layout.