Knowledge Base
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Estate Accounts
Getting Started
Troubleshooting setup issues
Getting Started
Multifactor Authentication (MFA)
Invoicing
User Management
Account Settings & Access
Integrations
LawWare
P4W
Creating and Managing a Case
Managing the people who can work on your case
Creating a Case
Managing your case
Adding people related to your case
Assets & Liabilities
Estate Discovery
Forms
Inheritance Tax Forms
Court Forms
Managing Forms
Estate Accounts
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Knowledge Base
Estate Accounts
Getting Started
Troubleshooting setup issues
Getting Started
Multifactor Authentication (MFA)
Invoicing
User Management
Account Settings & Access
Integrations
LawWare
P4W
Creating and Managing a Case
Managing the people who can work on your case
Creating a Case
Managing your case
Adding people related to your case
Assets & Liabilities
Estate Discovery
Forms
Inheritance Tax Forms
Court Forms
Managing Forms
Estate Accounts
Estate Accounts
Prepare estate accounts, add income and expenses and distribute the estate
How do I view and share estate accounts for my case?
How do I edit the summary in estate accounts?
How do I add an expense to my case?
How do I add interest on the client cash account, income or receipts?
How do I distribute to beneficiaries?
FAQ's for estate accounts
How do I add income declared at date of death?
How do I prepare asset values for estate accounts?
Client Cash Account Explained
Estate capital page explained
How do I choose where asset values and income after date of death is received?
How do I add a beneficiary's entitlement?