Forms and Letters is a dedicated section where you can find a library of forms and template letters. It is divided into sections as well so that users can identify a set list of documents that require generation for a given estate process (e.g. probate). Any form or letter generated in this section has a copy replicated to the documents section.
- 1: Within the forms and letters menu, there is a section selector. You will notice various sections with a collection of relevant forms and letters depending on the estate file jurisdiction.
- 2: Clicking the "download" button will generate a .zip file with all generated forms and letters in that section. Clicking the magnifying glass will allow the user to search for a form or letter via keyword.
- 3: Clicking "Generate" will generate a form to .PDF whereas some letters can be generated to either .PDF or .DOCX.