This is a web based platform for storing data about a Deceased's Estate and producing Application Forms and HMRC Inheritance Tax Forms that automatically incorporate that data.
The Software will produce Estate Accounts in Microsoft Excel format automatically producing the information you have entered about the Estate into four Accounts and provide Notes for each item included.
If you have the Full Product version of the Software you will also have a dynamic Workflow that creates correspondence from template letters for you to send to contacts that you have associated with the case.
All that is necessary to get the system to save you a bunch of time is to enter the case data in the right place.
The basic concept is a four stage process (Milestones):
1. Get information about the Estate.
2. Prepare forms and apply for the Grant.
3. Collect in assets and pay liabilities.
4. Distribute the Estate.
The Software expects you to enter information it needs in a logical sequence. Start at the Deceased & Case Details Page and fill out as many details as you can. At the bottom of the page click the Complete & Continue button and you will automatically be taken to the next page you need to complete.
The path you progress along is: Deceased & Case Details; Personal Representatives; Case Contacts; Assets and then Liabilities. You don't have to complete these pages in one go. You can go to any page manually by using the menu items. Clicking the Complete & Continue button on any page will take you to the next one the system thinks you need to complete.
To enter data, type it into the relevant box in a table on any particular page and press the Save button at the bottom of the screen.
To edit data type over an entry and press the Save button or, if you wish to remove the entry from a page, press the Remove button at the end of the row in the table.