It is not possible to change the base checklist selected during the onboarding wizard, but tasks can be removed or added as you need.
You can remove an unneeded task from the list by clicking on its status, and marking it as Not Applicable.
Restoring a task
To restore a task that's been marked as not applicable, click on the down arrow below the search bar, scroll to the bottom of the list, and select the Not Applicable section.
Then, locate the task you'd like to restore and change its status back to Incomplete, In progress, or Complete.
To add a task, click the Add new task button in the top-right corner of the screen. Then, enter the Task Phase; give the task a title and description; and choose where in the list the Task should fall.
Optionally, you can add an assignee, a due date, to-do list items, and you can mark the task as a milestone.
General considerations for estates
When choosing your base checklist in the onboarding wizard, consider that the Probate Only checklists are roughly 10-20 tasks long (varies based on jurisdiction), whereas the Estate Administration checklists are very comprehensive, involve executor duties, and average at around 100 tasks.
Based on your typical retainers and client expectations, you can evaluate which checklist is the best starting point for you— even if tasks will need to be added or removed eventually.
Finally, we offer the option to add a custom checklist to the platform. You can connect with us at email@example.com if you'd like to learn more.
If you are still having difficulties, please create a support ticket by emailing firstname.lastname@example.org, or wait for a response if you've already created one.
If you've created a support ticket but solved your issue using this article, please let us know by responding to the follow-up email.