Distributees/Others
- SmartAdvocate Training Team
- Michael DeCapua
About Distributees
The Distributee screen allows for the viewing and recording of distributed materials.
To enter Distributee information:
View any previously entered Distributee 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 DISTRIBUTEE.
Select the Decedent from the dropdown menu.
Select the Distributees/Beneficiaries/Others from the dropdown menu.
Select the Relationship from the dropdown menu.
Enter the Will %.
If applicable, place a checkmark in the Is Our Firm Representing checkbox.
If applicable, place a checkmark in the Waiver & Consent checkbox.
If applicable, place a checkmark in the Citation Required checkbox.
If applicable, place a checkmark in the GAL checkbox. Placing a checkmark in this box will enable the five fields directly below.
Select the Guardian from the dropdown menu.
Enter a GAL Date Appointed.
Enter a GAL Report Requested date.
Enter a GAL Report Expected date.
Enter a GAL Report Received date.
If applicable, place a checkmark in the GOP checkbox. Placing a checkmark in this box will enable the five fields directly below.
Select the Prop Guardian from the dropdown menu.
Enter a GOP Date Appointed.
Enter a GOP Report Requested date.
Enter a GOP Report Expected date.
Enter a GOP Report Received date.
Enter any relevant Comments.
Select SAVE to add Distributees information.
Otherwise, select CANCEL to return to the previous screen.
Related Pages
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Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.