Power & Estate Register Report

14/07/2025
Knowledge

How To

Location: LEAP Menu > Reports > Matters & Clients > Power & Estate Register

Purpose: Lists Power and Estate Registers maintained by the firm with a 'Date of Power Document' within the specified date range. Deleted items, as well as entries from deleted or archived matters, are excluded from the report.

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The report has been enhanced to extend the maximum date range from one year to five years.

Report Filters:

Date Range

Displays Power and Estate Registers with a 'Date of Power Document' within the selected date range.

NOTE: The 'Date of Power Document' is sourced from the Power and Estate Register window.

Staff

Includes two staff filters:

Include Inactive Staff: Include or exclude inactive staff members in the 'Staff Assigned Power' filter.
Staff Assigned Power: Allows you to choose from a list of staff members, updating dynamically when the 'Include Inactive Staff' option changes.

- Exclusively displays Power and Estate Registers where the selected staff member is designated as the 'Staff/Associate Assigned Power' (as set in the Power and Estate Register window).
- By default, 'All Items Selected' is selected to include all staff members.

Date of Commencement Current

Yes: It includes only Power and Estate Registers where the Date of Commencement set to 'Current'.

No (default): It includes only Power and Estate Registers where the Date of Commencement is not set to 'Current'.

NOTE: Results are presented based on the status of the 'Current' checkbox in the window of Power and Estate Register items.

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The report fields below extract information from the respective individual windows in the Power and Estate Registers.

User-added image

The Document No. and Packet No. are displayed if a Document Register has been created and selected for the Power and Estate Register.

Report Fields:

Matter No.	The number of matter the Power & Estate Register is assigned to.
Matter Description	The description of the matter the Power & Estate Register is assigned to.
Client	Displays the client card the Power & Estate Register is assigned to.
Date of Power Document	Displays the date of power document on the Power & Estate Register.
Commencement of Power	Displays the date of Commencement of Power.
Donor/Deceased Address	Displays address of donor/deceased on the Power & Estate Register.
Date of Death	Displays the date of death on the Power & Estate Register.
Associate Assigned Power	Displays the staff member assigned power on the Power & Estate Register.
Document Number	Displays the document number assigned on the Power & Estate Register.
Packet Number	Displays the packet number assigned on the Power & Estate Register.