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
Comments
Article is closed for comments.