Estate Planning
Availability
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Overview
Use the Estate Planning module to capture information about a client’s Estate Documents and link to electronic copies, if available. For wills, trusts, and final arrangements, use the modules specific to those types of estate documents. This module can store documents such as:
- Advance Healthcare Directive
- Deed of Gift
- Durable Power of Attorney
- Durable Power of Attorney for Health Care
- Healthcare Proxy
- Letter of Instruction
- Living Will
- Terminal Care Document
Actions
Follow the instructions below to perform tasks such as creating, editing, and exporting Estate Document records.
To… |
Then… |
Create an Estate Document record |
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Display a list of estate documents |
Click Estate Planning > View Estate Documents. |
Display the details for an Estate Document record |
Click the Estate Document name in the Estate Documents List View. |
Edit Estate Document record information |
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Suppress one or more Estate Document records |
You can also suppress a single Estate Document record by clicking Suppress on the Estate Documents Detail View. |
Update information related to multiple Estate Document records |
For more information, see Editing and suppressing multiple records. |
Duplicate Estate Document record information |
Click Duplicate in the Estate Documents Detail View. Duplication is a convenient way of creating a similar Estate Document record. You can change and save the information in the duplicate record to create a new record. |
Find and merge duplicate records |
Follow the instructions in Merging duplicate records. |
Export records |
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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 the Estate Document on the Clients Popup List View (displays upon clicking the Selection arrow) or the list of Clients matching the character(s) you enter. |
Contact |
Click the contact associated with the Estate Document on the Contacts Popup List View (displays upon clicking the Selection arrow) or the list of Contacts matching the character(s) you enter. This is the person to whom the Estate Document applies. |
Document Name* |
Enter a brief description of the Estate Document. This is a mandatory field. |
Estate Document Type |
Click the document type. |
File |
Click Choose File and navigate to and select your estate document file. |
Document Date |
In the Date Selector click the date the Estate Document was signed. |
On File |
Click the checkbox if the Estate Document is on file at the firm. |
Date Recorded |
In the Date Selector click the date the document was executed or recorded. |
Attorney |
Enter the name of the attorney or law office associated with this Estate Document. |
Agent |
Enter the name of the person who will carry out the instructions in the estate document. |
Successor Agent |
Enter the name of the person who will carry out the instructions in the estate document if the primary agent is not available. |
Provisions |
Enter any special provisions contained in the estate document. |
Assigned to |
By default, the record is assigned to the creator of the Estate Document 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 estate document. |
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 Estate Document, 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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