SA - Probate

This article will show you how to:


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

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

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