How do I generate a probate form or letter?

Locate the form you would like to generate.
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To create the form, review the details on the page, and click Generate in the lower-right corner.
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​If you've created the document before, but have made changes in the Intake, Contacts, or Inventory sections since, ensure you follow these steps rather than accessing the file from Documents. Then, your updates will be pulled into the form.
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Once you've generated your form, it will be saved in the Documents section of the app and auto-downloaded onto your computer.
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