Probate Plus knowledgebase
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Link addressees to an asset

If you decide to use Probate Plus to help you write letters and other standard documents (and we thoroughly recommend it), it's useful to be able to connect various addressees to assets so that you can then write to them about the asset.

To do this...

  1. Bring up the asset browser. 
  2. Right-click the asset you wish to link to an addressee. 
  3. Choose 'link asset to addressee'. 
  4. Choose an addressee and click save. The address contact will appear in the asset browser. If the addressee was not in the address book, you'll be prompted to add their details.
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