About Your Power & Estate Register

05/09/2023
Knowledge

How To

Your Power & Estates Register contains all documents associated with any power of attorney matters and estate matters. The Power & Estate Register is legally required to be used by firms in Northern Territory and Queensland.

Desktop

Add Items to Your Register

You may create a Document Register for the Power & Estate Register, then you can select a Document and Packet No for the item when you Add Items to Your Register.

Open the matter.
Click the Registers > Power & Estates Register tab.
Click Add Item.

The New Power and Estates Register will open in a new window.
Click to select a Document and Packet No.
Click to select a Staff/Associate Assigned Power.
Enter or click to select Date of Power Document.

Tick Relates to trust money if required.
Enter or click to select Date of Commencement of Power.

Tick Current if required.
Enter a Memo.
Enter or click to select Date of Death.
Enter an Address of Donor/Deceased.
Click Save & Close.

If you would like to add another document, click Save & New.

Open and Print an Item in Your Register

Open the matter.
Click the Registers > Power & Estates Register tab.
Open the register item.
Click to print the register item.

Click the drop-down arrow next to and select Print and Save Power and Estates Register Item if you wish to print and save the register item to your matter's Correspondence List.

Delete an Item in Your Register

Open the matter.
Click the Registers > Power & Estates Register tab.
Open the register item.
Click Delete.
Click Yes to confirm.

Restore a Deleted Register Item

Open the matter.
Click the Registers > Power & Estates Register tab.
Click the drop-down filter and select Deleted to display deleted register item(s).
Open the deleted register item.
Click and select Undelete.
Click Save & Close.

Last Modified Date

5/09/2023 10:59 am

Title

About Your Power & Estate Register

URL Name

About-your-power-estate-register

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