Overview
Agenda:
Setting up the client and matter
Workflow setup
Using the Probate IHT and Estate module to enter:
Assets/Liabilities
Gifts
Transactions
Distribution
Transferring data to the IHT Forms
Generate the Estate Accounts
Reviewing the Consumer Wills workflow including the Will builder
All courses can be tailored to suit individual requirements if necessary. Please contact the training department to discuss your needs in more detail.
Prerequisites
Prior knowledge of using the Access Legal Case Management system is required. This course will provide the skills necessary to utilise the Probate module to generate IHT Forms and Estate Accounts. This course will also provide an overview of the Consumer Wills workflow.
Course duration
0.5 day
How to book this training
You can use your FlexPoints to book from our Services Catalogue or reach out to your Account Manager who will be able to assist with your request.