How do I?
- How do I record Lifetime Gifts?
- How do I change the format of dates?
- How to add a new estate (PPv5)
- How does the Diary Page work? (PPv5)
- How do I use the Analysis Features? (PPv5)
- How do I use the Search screen? (PPv5)
- How to setup multiple branch offices within my firm? (PPv5)
- How to use the Notes pages (PPv5)
- Search for a posting (PPv5)
- Change the coversheet text or add a logo? (PPv5)
- Archive a matter (when it has been completed) (PPv5)
- Add a list of fee-earners to Probate Plus? (PPv5)
- Handle offsetting a pre-death loan to beneficiary against his share of residue?
- Using Probate Plus for Enduring Power of Attorney
- Amend the name of the deceased after matter is activated?
- Our firm's contact details have changed, how do I correct this?
- How can I amend the deceased's title (e.g. "Mr" should be "Dr")?