Onboarding Wizard Details:
The configuration wizard guides the user through the steps in capturing key information so that the system can configure and setup the file.
Province Selection: Select the province in question.
Upload Death Certificate: The system can store key documents related to the estate. The user can skip this step and can upload the document at a later time.
Deceased's Information: Enter the deceased's information within the modal. This information can be modified at anytime within the Overview section.
Note: The deceased's date of death is mandatory, and the system calculates key information based on the date provided.
Social Insurance Number: This is an optional field and can be skipped if not applicable.
Is There a Last Will and Testament: If there is a will and the user has the document, the user can click "Yes" to upload the document. If not, the user can click "No", signaling that there is not a will. Click "Skip" if there is a will, however, you do not have the document to upload at this time.
Marital Status: Enter the marital status of the deceased. This will be used to pre-fill the forms.
Checklist / Retainer: The dropdown will provide the out-of-the-box task lists that are available within the application.
Executor Information: Enter the executor details listed within the modal. The user can modify this information at any given time within the Contacts section.
Note: The ability to add multiple executors is available within the file. This is located within the Contacts section.
The next step in the wizard is to review the information previously entered. You can modify any information at this time or within the file.
Click "Confirm" and the system will create the file and make it available.