Search for information
Click the search bar in the top-right corner.
Enter a name, phone number, account, or file.
Review the results displayed below the search field.
Results indicate whether the match is a file, contact, or account with an icon.
Filter your search
Narrow results by selecting a search type:
All — searches across all files, contacts, and accounts
Contact name — returns contacts added to the system, such as beneficiaries, executors, or others
Phone number — matches phone numbers entered for contacts
Account — searches assets entered within files
File — returns entire estate, trust, or power of attorney files
Conclusion
Use the search bar any time you need to locate information across multiple files. Contact [email protected] if you need help.
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