Proprietary Documents to Submit for Client Automation
Smokeball can help generate your proprietary letters and documents quickly and accurately from our Forms and Templates Library. Below are some popular forms to submit or work with your Account Manager to submit for automation in Smokeball:
- Client Correspondence
- Update/Status Letter
- Closing Letters
- Letters
- Letters to heirs
- Letters to beneficiaries
- Letters to persons entitled to notice
- Other Documents
- Inventory
- Notice to Heirs
- Notice to Creditors
Court and Authority Forms
Smokeball has a variety of probate templates for your use. Some are forms that Smokeball provides. These are forms created by the attorneys that work at Smokeball. There may also be public form templates to use. You can find them under the default folders in the Forms and Templates Library.
Smokeball also has a separate area for public forms. These are found in the Court & Authority Forms section of the Forms & Templates Library. Below are some examples of where to find public forms for Probate:
California:
Connecticut:
Illinois:
If Smokeball does not have your local Probate court forms, such as Petitions to Appoint an Executor, Appearance forms, Probate Cover Sheets, Estate Accounting forms, Notice of Filing, Notice of Motion, Subpoena, etc., please send them to us and we'll work on adding them to the form library. Each state will have its own Court & Authority forms that will consist of publicly available forms requested by a Smokeball user.
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