If you are new to Smokeball and Workflows, review Workflows on specifics on how to create a workflow. It is simple to assign tasks to an attorney responsible, person assisting, or specific staff members.

Sample Decedents Estate Workflow

1. Enter Date of Death (no due date)
2. File original Will with the clerk (30 days after date of death/1 due)
3. Present the Will for Probate: decline to act or show cause (on matter opening)
4. 14 day Notices to all Interested Parties and Publish Notice (14 days before notice to heirs)
5. 3 month Claims Period ends (3 months after publication of notice date)
6. 6 month Probate Claims Period ends (6 months after publication of notice date)
7. 6 month Will Contest Period (6 month after 3/preset will for probate)
8. File the Decedent's Final Income Tax Return (no due date/ details should say due 4/15 of the following year of death and to enter at the beginning)
9. 9 month from Date of Death (9 months after 1/date of death)
10. 15 months from Date of Death (15 months after 1/date of death)
11. 2 years from Date of Death (2 years after 1/date of death)