Blog Article: Critical Dates

Critical Dates - Date of Death

20/05/2021
0 comments

Date of Death has been added to the list of Critical Dates in all Estates matter types. This date will display by default in all newly created Estates matter types and will auto-calculate with the Date of Death as entered in the Deceased's card:

In pre-existing Estates matter types, this newly added Date of Death will display following a matter refresh. To refresh your matter, change the matter type (example: Probate --> Estates General) before then reverting back to the original matter type (example: Estates General --> Probate). To have the Date of Death auto-calculate with the Deceased's Date of Death, please mark the Auto checkbox next to the Date of Death: