How do I create a case?

A step by step guide on how to create a case.

• When you log in you will arrive on Your overview page. Click the blue Create Case button to the right
• Enter basic case details as shown below and click Create Case to get started

Adding information about people and beneficiaries

• To update deceased's details or add information about other people/organisations in a case, click the People & beneficiaries button on the left hand side menu

• To access only the deceased's details or the primary executor's details, you can also click on their tiles at the top

• Find out more about how to add people and beneficiaries 

Storing case documents

• Click on the Documents & forms button

• Upload key documents as required

• Add any documents not related to the three headers within Additional documents
• See here for further information on how to add case documents

Estate Discovery

If you are working on a case with little information available and are in need of an asset and liability search, you have the option to use the estate discovery feature powered by Experian. For detailed guidance and tips on how to use estate discovery, see here..

Adding assets & liabilities

• To start adding items to a case inventory, click on the relevant item in the ribbon that runs right across the Estate overview. For example, to add a building, click on the Land/building button

• Once opened, add any known information to the fields within the asset and click Save
• Use the Add another option to add another item for that asset type
• Store any useful information about the assets in the Notes and Documents tabs

• The asset(s) you have added will be shown as tiles on Estate overview

• Find out how to add overseas items here
• For a more detailed guide on how to add assets and liabilities to your case, please click here