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Probate Matter Type

After much review, we have updated the Probate matter type in LEAP with additional tables and fields for data entry so that you can capture everything for the matter. The tables for data entry include:
  • Estate Details
  • Assets
  • Assets Held Details
  • Liability Details
  • Beneficiary Details
There are also additional card types added to allow you to write to all of the necessary parties regarding the Probate. This information will be on all new Probate matter types moving forward.

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Blog Article: Probate Matter Type