Step 1: Create the File
At the top of the page, select the appropriate product tab: Estate, Trust, or Power of Attorney.
Click Add new in the top-right corner to open the Case Creation Wizard.
For Estate files:
Select the type of file you require.
Refer to our Pricing Page for details on what each file type includes.
For Trust files:
Select the type of Trust you are administering (your detailed Tasks list will be dependent on the type of trust selected here).
Enter the initial details for your file, ensuring all required fields (marked with a red asterisk*) are completed.
When finished, click Done to close the wizard.
Select your newly created file to open it and review the Payment Page.
Confirm payment to access the File Overview page.
Step 2: Complete the Intake
The Intake section collects key information about the deceased, settlor, or grantor (depending on your file type), as well as general case details.
To complete the Intake:
Click Intake in the left-side menu.
Fill in the available fields, ensuring required fields (red asterisk*) are completed.
Click Save in the bottom-right corner.
After saving, a loading icon appears briefly, followed by a confirmation note in the bottom-left showing the last updated date/time.
If any fields appear with a red outline, additional required information is missing. Enter the necessary details and click Save again.
Step 3: Add Contacts
Use the Contacts section to add all interested parties associated with the file.
For Estates: add Beneficiaries, Executors, Trustees, Personal Representatives etc.
All file types include an Other tab for related but non-interested parties, such as accountants or other legal professionals. These contacts are solely for your benefit and do not populate on any Forms or Letters.
To add a contact:
Select the appropriate contact type tab.
Click Add in the top-right corner.
Complete the form, ensuring all required fields are filled.
Click Save in the top-right corner.
Step 4: Enter Assets and Liabilities
Within the Inventory (or Estate Accounting) section, the Assets and Liabilities tab allows you to add all relevant assets and liabilities for the deceased, settlor, or grantor.
Refer to the following resources for guidance on entering specific item types:
Once Assets and Liabilities are added, you can generate forms, letters, and begin accounting work for the file.
Next Steps
Completing the Intake, Contacts, and Assets & Liabilities sections ensures that your forms and accounting reports generate accurately.