How do I add assets and liabilities to my case?

In this article we share some handy hints and tips on how to add inventory items to your case in a short video and step by step guide.

Video guide:

This video is purposefully speedy to give you a quick overview however if you want to skip ahead to any juicy bits, here's a little menu with the timings:

Overall: How to add solely and jointly owned assets & liabilities, showcasing a few commonly used items starting with building

⭐ 2.00: How to use the Zoopla valuation tool on a building

⭐ 3.00: How the valuation hierarchy works

⭐ 3.40: How to add a motor vehicle and use the Experian valuation tool

⭐ 4.17: How to add a bank account and state an item is jointly owned or passed to surviving joint owner

⭐ 5.30: Where to find savings & investments

⭐ 5.40: Where to find liabilities and how to secure a debt against an asset

⭐ 6.27: How to add a funeral expense

⭐ 6.50: How to export all inventory items in to an excel file

⭐ 7.22: Organising the case view

⭐ 8.14: How to contact support for further guidance

Step by step using a building example:

To start adding items to a case inventory, click on the relevant item in the ribbon that runs right across the Estate overview. All Asset and liabilty types can be found in this ribbon. For example, to add a building, click on the Land/building button:

20222801 asset ribbon

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

20222801 land asset with notes_responses_docs highlighted

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

20220811 view of asset as tile on estate overview

Find out how to add overseas items here

💡 Each item is tailored to capture relevant information about each different asset or liability type

💡 Any Assets that don't fall into a specific category can be logged under Miscellaneous items, any liabilities that don't fall into a specific category can be logged under Debts > Miscellaneous debt

👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help

🖥️ Chat to us through the knowledge base - click the chat icon in the bottom right corner of this page

☎️ Call us on 020 8152 2902

✉️ Email us on support@legal.exizent.com