Estate Planning

Estate Planning

Overview

Actions

Field Descriptions

Availability
  • Professional
  • Enterprise

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

  1. Access the Estate Documents Create form using one of the following:
    • Click Estate Planning > Create Estate Documents from the Navigation menu.
    • Click Create New on the Estate Documents List View.
  2. Complete the Estate Documents 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 estate documents

Click Estate Planning > View Estate Documents.
The Estate Documents List View displays.

Display the details for an Estate Document record

Click the Estate Document name in the Estate Documents List View.
The Estate Documents Detail View displays.

Edit Estate Document record information

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

Suppress one or more Estate Document records

  1. In the Estate Documents 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 Estate Document record by clicking Suppress on the Estate Documents Detail View.

Update information related to multiple Estate Document records

  1. In the Estate Documents 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 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

  1. In the Estate Documents 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 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.
The file name displays in the Select File box.

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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