Smokeball offers robust options for adding estate planning contacts to your matters. The examples below are the recommended practices which, in our experience, are appropriate for most firms.
Reach out to your account manager if these practices are not the best fit for your firm and wish to discuss alternative approaches.
Additional Parties Not Available in Smokeball
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 Matter Settings.
- 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 an 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
Smokeball recommends that you enter Client 1 and Client 2 on separate contact cards to make using Replace References easier in document automation. However, you can tie the contacts together on one contact card as well. This article on how to add multiple contacts on a matter will explain the differences between the two methods in detail. You can also learn recommended practices for managing couples in an Estate Planning matter. .