This article will show you how to:
- Create a Probate Matter
- Entering Deceased's Date of Death and Occupation
- Entering Case Details
- Entering Application Details
- Entering Will and Witness Details
- Entering Asset Holder, Creditor and Beneficiary Contact Cards
- Location of Court Card and Witness Cards
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 Relationship Details. Select from the dropdown list
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 Application Details
8. Enter the Application Details
Entering Will and Witness Details
9. Enter the Will Details (Date of Will and the Witness Contact Cards)
Entering Asset Holder, Creditor and Beneficiary Contact Cards
10. 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.
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