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  1. Probate Plus support
  2. Probate Plus v5 support articles
  3. How do I?

How do I?

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  • How do I manage the lists of asset categories, asset descriptions and expense descriptions?
  • 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")?
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