DE Recording a Divorce Decree

Your client just gave you their divorce decree.  Where should you record and file the summary of a client's divorce decree?

Although it is not an estate item, it can be tracked as one.

Part 1 - This is done once

·Go to the Operations menu and select Pick Lists.

·Select the Estate Types pick list and add a new record "Divorce Decree."

Part 2 - Do this for each client that has a divorce decree

·Open the client's profile and select the Estate tab.

·Click the Add button (+) to add an estate item.

Select "Divorce Decree" as the Estate Document Type

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