This article will show you how to:

• Create an Estate Disputes General matter
• Enter Will Details
• Add Uncommon Contacts 
• Change existing General matter to Estate Disputes General

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 To create a new Estate Disputes General matter, follow the steps below. 

1. Click New Matter from the Home Screen.
2. Select State: NSW, SA, QLD, VIC.
3. Select Category: Estate Disputes.
4. Select Matter Type: Estate Disputes General.
5. Select which party you are acting for (Executor, Beneficiary, Other Party): 
   
   
    
6. Enter the party details - see Adding Contacts for more information on adding contacts. 
    
7. Select 'Will Details' to enter Will, Codicil and Testator other name details:
   
   
8. To add Uncommon Contacts to your matter, open the Matter Settings and select the appropriate contact from the Parties & Data available in your matter.
   For Estate Disputes General, the available parties and data include Case Details, Mediator, Barrister, Accountant, Valuer, Previous Solicitor and Additional Contacts:
   
   

Change existing General matter to Estate Disputes General

Existing General matters can be easily changed to Estate Disputes General as follows:

1. Open your existing General matter (used for estate disputes)
2. Open Matter Type
3. Select change...
4. Select new Matter Type as Estate Disputes > Estate Disputes General
5. Select OK:
   
   
   
   
6. Select which Party you are acting for (Executor, Beneficiary, Other Party)
7. Enter Reason For Change
8. Select OK:
   
   

Your matter will now appear as 'Estate Disputes General', with the party roles and layouts that are available in the Estate Disputes General matter: