Estate Planning Contacts

Additional Parties Not Available in Smokeball

Beneficiaries

Representing Couples


Additional Parties Not Listed

  • There are a variety of additional fields in Smokeball's Estate Planning Matter Type.
  • If you don't see a particular party listed in the Matter Details, select the gear to access the matter setting.
  • Add or remove parties as needed.


Additional Parties Not Available in Smokeball

  • If Smokeball does not have a field already created for use and there is a unique party to keep track of on a matter, use "Authorized Contact." For example, a potential witness for the signing of a Will.


Beneficiaries

  • Beneficiaries: You can specify your client’s beneficiaries by who they are in relation to your client the same way as authorized contacts. To edit you contacts, right click on the contact and select “Edit role and legal description.”


Representing Couples

You can add both parties on the same contact card. The first person will be “client 1” in Smokeball and the second person you enter will be “client 2” for document automation purposes. If you would like to address the parties in correspondence together (for example Dear Mr. and Mrs XXX) enter them on the same contact card like this.

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