Set up Guardianship Matter Tags

Probate & Estate Administration Matter Tag Examples

Here are some examples of some matter tags to implement in your firm:

• Disabled
  • Guardian of the Person
  • Guardian of the Estate
  • Mental
  • Physical
  • Developmental
  • Limited
  • Temporary
  • Contested
  • Uncontested
• Minor
  • Guardian of the Person
  • Guardian of the Estate
  • Temporary
  • Standby
  • Short Term
  • Contested
  • Uncontested

Once you assign a tag to a matter, they will appear at the top of the matter.

How to Assign and or Edit Matter Tags

1. Within your open matter, click the + at the top right of the screen. Add (1) Staff Tags or (2) Custom Tags.
2. Click outside the tag box to close it. To add an additional tag within your open matter Edit Tags and add additional default options.

Did You Know

• You can organize your matters on the home screen by matter tags using the filter.