About Decedent Information
The Decedent Information screen allows for the viewing of will materials. Additionally, it allows for the recording and viewing of Funeral Expense and Assetinformation.
To view Decedent Information:
View any previously entered Decedent information.
To Export the list, select from the options .pdf
, .xls , or .rtf .To Edit, Delete, Select Documents, or Attach Documents, select the Action icon
.To Show/Hide Columns, Reset Layout, Save Layout, turn on/off Auto Save, or choose between Resize Mode Control and Resize Mode Next Column, select the Layout button.
Select the arrow to view Funeral Expense and Asset.
To enter Funeral Expense Information:
View any previously entered Funeral Expense information.
To Export the list, select from the options .pdf
, .xls , or .rtf .To Edit, Delete, Select Documents, or Attach Documents, select the Action icon
.To Show/Hide Columns, Reset Layout, Save Layout, turn on/off Auto Save, or choose between Resize Mode Control and Resize Mode Next Column, select the Layout button.
Select ADD FUNERAL EXPENSE.
Select the Expense/Claim Type from the dropdown menu.
Select the Bill/Claim Received date.
Select the Payor from the dropdown menu.
Enter the Bill Amount.
Select the Payee from the dropdown menu.
If applicable, place a checkmark in the Bill Paid checkbox.
Enter the Amount Paid.
Enter the Adjustment.
Enter the Balance.
If applicable, place a checkmark in the Lien Confirm checkbox.
Enter the Bill/Claim #.
Enter the Check #.
Select the Lienor from the dropdown menu.
Enter any relevant Comments.
Select SAVE to add Funeral Expense information.
Otherwise, select CANCEL to return to the previous screen.
To enter Asset Information:
View any previously entered Asset information.
To Export the list, select from the options .pdf
, .xls , or .rtf .To Edit, Delete, Select Documents, or Attach Documents, select the Action icon
.To Show/Hide Columns, Reset Layout, Save Layout, turn on/off Auto Save, or choose between Resize Mode Control and Resize Mode Next Column, select the Layout button.
Select ADD ASSET.
Select the Asset Type from the dropdown menu.
Enter the Asset Value.
Enter the Asset Location.
Select the Co-Owner from the dropdown menu.
Select the Law Firm from the dropdown menu.
Select the Attorney from the dropdown menu.
Enter the File #.
Enter any relevant Comments.
Select SAVE to add Asset information.
Otherwise, select CANCEL to return to the previous screen.
