ESTATES
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      1. Help Center
      2. Entity Types
      3. ESTATES

      Setting Up Estates

      Setting Up Estates

      Navigate to your firm's Clients tab.

      In Clients, Estates select the "I would like to..." menu at the top right of the page and then "Add an Estate".

      NOTE: The Date of death is required when creating an Estate

      (During the creation process, you are required to enter the Date of death - this becomes the default appointment date for the parties relating to the Estate).

      1. Search or Create

      Manually create a new party

      The following information is required to manually create an Estate

      • Country

      • Type of party

      • Name

      2. Management

      In the Management section, you can do the following

      • Date of death (See notes above)

      • Set Partner, Manager or Business Unit

      • Matter/client reference

      • Annual review date

      3. Subscription

      Select the appropriate plan, depending on the entity that is added are the plans available.

      Select +Add or +Add and edit* to complete adding the Estate into Connectworks.

      Associated Parties