For a descendants estate, I am wondering where to enter the assets so they will appear on the forms. IN the information section and Assets it will not allow me to type any in, the information button says assets must be entered at the matter level, which is what I thought I was doing. Any help would be appreciated, thank you!
Best answer by Sam King
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Hello Nina,
This sounds like you should book some time with a trainer for a Q & A session. You can always click on the Contact Us button to request training, or you can sign up for training here.
Good Afternoon Nina!
The only information that may need to be added at the matter level are any contact cards that already exist on the matter. This might include Beneficiary, Financial Institution, Insurer, or Business Entity. Everything else can be entered on the Asset Tracking Details layout itself. Feel free to schedule a screenshare with me regarding this:
https://calendly.com/sam-king-1/30min
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