Final Arrangements

Final Arrangements

Overview

Actions

Field Descriptions

Availability
  • Professional
  • Enterprise

Overview

Use the Final Arrangements module to capture information about a client’s final wishes, including funeral arrangements and disposition of the body.

Actions

Follow the instructions below to perform tasks such as creating, editing, and exporting Final Arrangement records.

To…

Then…

Create a Final Arrangement record

  1. Access the Final Arrangements Create form using one of the following:
    • Click Estate Planning > Final Arrangements > Create Final Arrangement from the Navigation menu.
    • Click Create New on the Final Arrangements List View.
  2. Complete the Final Arrangements Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  3. Click Save to save the record and view its detail page, or click Cancel .

Display a list of Final Arrangements

Click Estate Planning > Final Arrangements > View Final Arrangements.
The Names List View displays.

Display the details for a Final Arrangement record

Click the Final Arrangement name in the Final Arrangements List View.
The Final Arrangements Detail View displays.

Edit Final Arrangement information

  1. Access the Final Arrangements Edit View by doing one of the following:
    • Click Edit in the Final Arrangements Detail View.
    • Click the edit icon (pencil) associated with the Final Arrangement record in the Final Arrangements List View.
  2. Update the final arrangement information. See Field Descriptions for information about each field.
  3. Click Save to update the record.

Suppress one or more Final Arrangement records

  1. In the Final Arrangements List View, click the Selection box associated with the record(s) you want to suppress.
  2. Click Suppress.
    A confirmation box displays.
  3. Click OK.
    The records are suppressed.

You can also suppress a single Final Arrangement record by clicking Suppress on the Final Arrangements Detail View.

Update information related to multiple Final Arrangement records

  1. In the Final Arrangements List View, click the Selection box associated with the records you want to update.
  2. Click Mass Update in the Actions dropdown.

For more information, see Editing and suppressing multiple records.

Duplicate final arrangement information

Click Duplicate in the Final Arrangements Detail View. Duplication is a convenient way of creating a similar Final Arrangement record. You can change and save the information in the duplicate record to create a new record.

Export records

  1. In the Names List View, click the Selection box associated with the records you want to export.
  2. Click Export in the dropdown and follow the instructions in Exporting data.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the record.

Client

Click the Client associated with this Final Arrangement record on the Clients Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter.

Contact

Click the Contact associated with this Final Arrangement record on the Clients Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter. This is the person to whom the Final Arrangements apply.

Final Arrangements*

Enter a brief description of the Final Arrangements. This is a mandatory field.

Memorandum Location

Enter the location of final arrangements information such as a home lockbox or safe deposit box.

Date Verified

On the Date Selector click the date the Final Arrangements were verified with the client.

File

Click Choose File and navigate to and select your NAME file.
The file name displays in the Select File box.

Funeral Home

Enter the name of the funeral home responsible for the final arrangements.

On File

Click this check box if the final arrangements are on file with the firm.

Funeral Description

Enter any special funeral requests.

Burial Instructions

Enter any special instructions for burial, such as a specific cemetery, or where ashes will be spread.

Body Disposition

Enter information about how the body will be handled such as burial, cremation, or donation.

Prepayment section

Annuity Company

Enter the name of the company that holds the funeral fund.

Annuity Amount

If final arrangements are paid for through a funeral fund, enter the annuity amount.

Date of Annuity

On the Date Selector click the date of the annuity.

Interest Rate

Enter the current interest rate for the funeral fund.

Source of Funds

Describe how the final arrangements will be funded. This can be an account name and number.

Notes section

Assigned to

By default, the record is assigned to the creator of the Final Arrangements record. To change the assignment, click the user on the Users Popup List View (displays upon clicking the Selection arrow) or the list of users matching the character(s) you enter.

Description

Enter additional details about the Final Arrangements.

Teams

By default, your private team is assigned as the primary team. To change the primary team assignment, click the team on the Teams Popup List View (displays upon clicking the Selection arrow) or the list of teams matching the character(s) you enter.

To assign additional teams to the Final Arrangements, click add (+) and click the team as described above. For more information on assigning teams, see Assigning Users and Teams to Records.

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