The search bar in the top-right corner helps you quickly find files, contacts, and accounts you are working on across Estates, Trusts, and Power of Attorney. This feature allows you to locate information no matter which file you are currently in.
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 will indicate whether the match is a file, contact, or account with an icon.
Filter your search
You can narrow results by selecting a search type:
All
Searches across all files, contacts, and accountsContact name
Returns contacts added to the system, such as beneficiaries, executors, or othersPhone number
Matches phone numbers entered for contactsAccount
Searches assets entered within filesFile
Returns entire estate, trust, or power of attorney files