Probate Helpdesk

General 0

FAQ 4

• How do I create a new case?
• The table columns aren't the right size.
• Where do I put the Deceased's Residence details
• How do I write to someone who is not in the Workflow?

Getting Started 3

• An overview of using the Software.
• Moving around the Pages
• Entering and editing Data

Dashboard 4

• The Dashboard
• The Workflow Frame on the Dashboard
• The Message Board Frame on the Dashboard
• The Summary

Workflow 1

• Workflow

Case Details 5

• Deceased & Case Details
• Personal Representatives Details
• Case Contacts
• Case History
• Case Documents

Assets 16

• Banks and Building Society Accounts
• Cash
• National Savings and Investments
• Household and Personal Goods
• Pensions

View all 16

Liabilities 4

• Funeral Expenses
• General Creditors
• Secured Creditors
• All Liabilities

Tax & Apply 9

• Tax
• Allowances
• Settled Property
• Foreign Property
• Exemptions and Reliefs

View all 9

Administration 7

• Income and Expenditure Account
• Administration Costs
• Administration Account
• Beneficiaries Account
• Income Tax Forms

View all 7

Account 3

• User Account
• Address Book
• Logout

Estate Accounts 1

• Estate Accounts