About Decedent Will Information

The Decedent Will Information screen allows for the viewing of will materials. Additionally, it allows for the recording and viewing of Executor and Witness information.

Open

View Decedent Will Information

1. View any previously entered Decedent Will information.

2. To Export the list, select from the options .pdf , .xls , or .rtf .

3. To Edit, Delete, Select Documents, or Attach Documents, select the Action icon .

4. 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.

5. Select the arrow to view Executors and Witnesses.

6. View any previously entered EXECUTOR information.

7. View any previously entered WITNESS information.
   
   

   Open

   

View Executor

1. View any previously entered Executor information.

2. To Export the list, select from the options .pdf , .xls , or .rtf .

3. To Edit, Delete, Select Documents, or Attach Documents, select the Action icon .

4. 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.
   
   

ADD EXECUTOR

1. Select ADD EXECUTOR.
   
   

2. Select the Executor.

3. Select from the radio buttons for Primary, Alternative, and Co-Executor.

4. If applicable, place a checkmark in the Is Petitioner checkbox.

5. Select the Relationship from the dropdown menu.

6. If applicable, place a checkmark in the Is Our Firm Representing checkbox.

7. Select from the radio buttons for Need, Pending, and Issued.

8. Enter any relevant Comments.

9. Select SAVE to add Executor information.

10. Otherwise, select CANCEL to return to the previous screen.
    
    

View Witness

1. View any previously entered Witness information.

2. To Export the list, select from the options .pdf , .xls , or .rtf .

3. To Edit, Delete, Select Documents, or Attach Documents, select the Action icon .

4. 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.
   
   

ADD WITNESS

1. Select ADD WITNESS.
   
   

2. Select from the radio buttons for Will or Codicil.

3. Select the Witness from the dropdown menu.

4. Select the Affidavit Requested date.

5. Select the Affidavit Expected date.

6. Select the Affidavit Received date.

7. Select the Affidavit Filed date.

8. Enter any relevant Comments.

9. Select SAVE to add Witness information.

10. Otherwise, select CANCEL to return to the previous screen.
    
    

    
    
    

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