Estate File Types

Please see the table below to understand which sections are available depending on your selection in the Case Creation Wizard

  Probate Estate Accounting Estate Administration
Overview x x x
Intake x x x
Tasks x - x
Contacts x x x
Inventory x x x
Forms and Letters x* x* x
Estate Accounting - x x
Distributions - x x
Documents x x x


* The system will only list the forms and letter meant for the enabled file type (i.e. probate or estate accounting). If selected file type = Estate Administration then the system will load all available estate forms and letters

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