This article will show you how to:
- Create a Probate Matter
- Entering Deceased's Date of Death and Occupation
- Entering Case Details and Court Card
- Entering Application Details
- Entering Asset Holder, Creditor and Beneficiary Contact Cards
- Entering Personal Effect, Real Estate, Asset Details and Liability Details
- Location of Court Card and Witness Cards
- Watch our QLD Probate training video
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 Executor Contact Cards
Entering Deceased's Date of Death and Occupation
4. Enter Deceased Contact Card
5. Next, go to Advanced view > Additional Details on the Deceased Card to enter the Occupation and Death Details
NOTE: As you require the full address in QLD forms, you can enter the full address in the box "Suburb/Town & State" and the full address will return in your forms
Entering Case Details and Court Contact Card
6. Enter Case Details
(i) Enter Case Number
(ii) Select your Registry from the drop down menu
(iii) Click on + to open Contact Card and select your Court Contact Card
Entering Application Details
7. Enter the Application Details
Entering Asset Holder, Creditor and Beneficiary Contact Cards
8. Enter separate Contact Details for each Asset Holder, Creditor and Beneficiary
To add multiple assets, right-click on the Asset Details line and select Add Asset Details.
Entering Personal Effect, Real Estate, Asset Details and Liability Details
9. Enter the relevant Personal Effect, Real Estate, Asset and Liability details for the Deceased, Asset Holder and Creditor
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
Video guide
Watch our QLD Probate training video below: