Estate details - Probate, Letters of Administration and Estate General matter types

• Fields have been re-ordered in these tables to align with matter processes
• Probate and Letters of Administration now follow the same layout for easier user completion
• The 'Age at death' field has been automated to calculate from the 'Date of Birth' and 'Date of Death' fields entered on the Deceased's card under the People tab - therefore dececeased's DOD and DOB must be completed
• References to Newspapers have been removed due to NSW Online Registry publications
• Notations appear in blue font for easy identification

Estate details - Grant of Reseal matter type

• The 'Age at death' field has been automated to calculate from the 'Date of Birth' and 'Date of Death' fields entered on the Deceased's card under the People tab - therefore dececeased's DOD and DOB must be completed

Estate Accounts details

• References to Newspapers have been removed due to NSW Online Registry publications

Assets table

• The 'Asset to be' dropdown list has been updated to include 'Realised' and 'Unrealised' options
• The wording of the 'If transferred, to whom' has been changed on the layout to read 'If transferred/bequeathed, to whom'
• The wording of the 'Date Sold/Transferred' has been changed on the layout to read 'Date Sold/Transferred/Realised'

Critical Dates

Default tables used

• Addition of 'Transferor' and 'Transferee' card types to the default table types in applicable matter types
• Removal of unused card types, such as Newspaper etc, from the default table types
• Slight re-ordering of default table types