Probate Plus knowledgebase
Find out more at: https://probate.software/

Adding a new estate (PPv4)

To add a new matter to Probate Plus, click the File menu and select 'Add new matter'. The new matter "wizard" will appear and guide you through the process of adding the new matter such as setting the name of the deceased, choosing executors etc.

As you’re starting to become familiar with Probate Plus, be sure to use the assistants to guide you through common tasks. e.g. click on the 'Footsteps' icon on the toolbar.

 

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