{"id":50355,"date":"2022-10-14T12:25:41","date_gmt":"2022-10-14T11:25:41","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_workflow&p=50355"},"modified":"2023-03-15T11:58:41","modified_gmt":"2023-03-15T11:58:41","slug":"probate","status":"publish","type":"pracctice_workflow","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/probate\/","title":{"rendered":"Probate"},"content":{"rendered":"\nTask 1<\/span> New Client Web Questionnaire<\/span><\/span>\n\n
<\/i>\r\n<\/div>

Allocate a Web Questionnaire<\/strong><\/p>

Probate New Client Web Questionnaire<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n\nTask 2<\/span> New Client Web Questionnaire – Answer Review<\/span><\/span>\n\n
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Allocate a Custom Questionnaire<\/strong><\/p>

Probate New Client Web Questionnaire – Answer review<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n\nTask 3<\/span> Confirm Initial Meeting<\/span><\/span>\n\n
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Allocate a Custom Questionnaire<\/strong><\/p>

Deceased Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Executor Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

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<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Sole Proving Executor
\r\n
\r\nCriteria: Will only run if there is a sole proving executor. <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Exec 1 Initial Letter<\/strong><\/p>

Will only run if Executor 1 surname is filled in.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for Executor 2 and 3 providing a surname has been entered for each. <\/p>\n\n\n\nTask 4<\/span> Initial Instructions<\/span><\/span>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Deceased Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

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<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Executor Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

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<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Sole Proving Executor
\r\n
\r\nCriteria: Will only run if there is a sole proving executor. <\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Exec 1 Cover Letter for Client Care<\/strong><\/p>

Criteria: Will only run if Executor 1 surname is filled in.<\/p>

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Send Standard Document<\/strong><\/p>

Exec 1 Client Care Letter<\/strong><\/p>

Criteria: Will only run if Executor 1 surname is filled in.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

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Send Standard Document<\/strong><\/p>

Exec 1 Reserve Power Letter<\/strong><\/p>

Criteria: Will only run if Executor 1 surname is filled in.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letters are repeated for Executor 2 and 3 providing a surname has been entered for each. <\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Executor (Chase Exec 1) – 14 – Days – “Has Executor 1 signed client care papers?”
\r\n
\r\nCriteria: Will only run if Executor 1 surname is filled in.<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for Executor 2 and 3 providing a surname has been entered for each. <\/p>\n\n\n\nTask 5<\/span> Notify Legatees\/Beneficiaries<\/span><\/span>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Beneficiary Details (1)
\r\n
\r\nPlease Note: You are able to capture up to 10 Beneficiaries, this questionnaire will capture details of 1-3<\/p><\/div><\/div><\/div><\/div>\n\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Beneficiary Details (2)
\r\n
\r\nPlease Note: You are able to capture up to 10 Beneficiaries, this questionnaire will capture details of 4-6<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Beneficiary Details (3)
\r\n
\r\nPlease Note: You are able to capture up to 10 Beneficiaries, this questionnaire will capture details of 7-10<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Charity Beneficiary Details
\r\n
\r\nPlease Note: You are able to capture up to 10 Charity Beneficiary within this questionnaire.<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Beneficiary 1 Notification Letter<\/strong><\/p>

Criteria: Will only run if Beneficiary 1 surname is filled in.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for up to 10 Beneficiaries providing a surname has been entered for each. <\/p>\n\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Charity Beneficiary 1 Notification Letter<\/strong><\/p>

Criteria: Will only run if Charity Beneficiary 1 name is filled in.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for up to 10 Charity Beneficiaries providing a name has been entered for each. <\/p>\n\n\n\nTask 6<\/span> Property and Utility Details<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Property Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Gas Provider Notification Letter<\/strong><\/p>

Criteria: Will only run if a gas provider has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

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Send Standard Document<\/strong><\/p>

Electricity Provider Notification Letter<\/strong><\/p>

Criteria: Will only run if an electricity provider has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Telephone Provider Notification Letter<\/strong><\/p>

Criteria: Will only run if a telephone provider has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Water Provider Notification Letter<\/strong><\/p>

Criteria: Will only run if a water provider has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Council Tax Provider Notification Letter<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

B Soc 1 Balance Letter<\/strong><\/p>

Criteria: Will only run if a home insurance provider has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Mortgage Lender Notification Letter<\/strong><\/p>

Criteria: Will only run if a mortgage lender has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Insurer (CHASE_INS) – 14 Days – “Response received re House Insurance status?”
\r\n
\r\nCriteria: Will only run if a home insurance provider has been selected.<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Lender (CHASELEND) – 14 Days – “Response received re outstanding mortgage?”
\r\n
\r\nCriteria: Will only run if a mortgage lender has been selected.<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Local Authority (CHASE_LA) – 14 Days – Response received re-outstanding Council Tax?<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 7<\/span> Obtain Details of Assets – Banks\/BSocs<\/span><\/span>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Bank Details
\r\n
\r\nPlease Note: You are able to add up to 9 banks, with up to 4 accounts associated to each bank in this questionnaire.<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
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Allocate a Custom Questionnaire<\/strong><\/p>

Building Society
\r\n
\r\nPlease Note: You are able to add up to 9 building societies, with up to 4 accounts associated to each, in this questionnaire.<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Bank 1 Balance Letter<\/strong><\/p>

Criteria: Will only run if a Bank 1 organisation has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for up to 9 Banks, providing an organisation has been entered for each. <\/p>\n\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

B Soc 1 Balance Letter<\/strong><\/p>

Criteria: Will only run if a Building Society 1 organisation has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for up to 9 Building Societies, providing an organisation has been entered for each. <\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Bank (CHASE_BANK) – 21 Days – “Chase bank 1 for details of balance”
\r\n
\r\nCriteria: Will only run if a Bank 1 organisation has been selected.<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for up to 9 Banks, providing an organisation has been entered for each. <\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Building Society (CHASE_BSOC) – 21 Days – “Building Society 1 – Chase for details of balance”
\r\n
\r\nCriteria: Will only run if a Building Society 1 organisation has been selected.<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for up to 9 Building Societies, providing an organisation has been entered for each. <\/p>\n\n\n\nTask 8<\/span> Obtain Details of Assets – Life Insurance<\/span><\/span>\n\n

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Allocate a Custom Questionnaire<\/strong><\/p>

Life Insurance<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Life Insurer 1 Value Enquiry<\/strong><\/p>

Criteria: Will only run if a life insurance organisation has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for Life Insurer 2 and Life Insurer 3, providing an organisation has been entered for each. <\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Life Insurance (CHASELIFIN) – 21 Days – “Response on value query, Life Insurer 1”
\r\n
\r\nCriteria: Will only run if a life insurance organisation has been selected.<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for Life Insurer 2 and Life Insurer 3, providing an organisation has been entered for each. <\/p>\n\n\n\nTask 9<\/span> Obtain Details of Assets – Investments<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Investments<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

ISA Provider Value Enquiry<\/strong><\/p>

Criteria: Will only run if there is an ISA provider has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

TESSA Provider Value Enquiry<\/strong><\/p>

Criteria: Will only run if there is a TESSA provider has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

PEP Provider Value Enquiry<\/strong><\/p>

Criteria: Will only run if there is a PEP provider has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Investment Provider (CHASEINVST) – 21 Days – “Response on value query, ISA Provider?”
\r\n
\r\nCriteria: Will only run if there is an ISA provider has been selected.<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Investment Provider (CHASEINVST) – 21 Days – “Response on value query, PEP Provider?”
\r\n
\r\nCriteria: Will only run if there is a PEP provider has been selected.<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Investment Provider (CHASEINVST) – 21 Days – “Response on value query, TESSA Provider?”
\r\n
\r\nCriteria: Will only run if there is a TESSA provider has been selected.<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 10<\/span> Obtain Details of Assets – Stocks\/Shares<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Shares<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Stockbroker Valuation Letter<\/strong><\/p>

Criteria: Will only run if there is a Stockbroker contact or company has been entered.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Share Registrar Initial Letter<\/strong><\/p>

Criteria: Will only run if there is a Registrar has been entered.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Share Registrar (CHASESHREG) – 21 Days – “Response on value query, Share Registrar?”
\r\n
\r\nCriteria: Will only run if there is a Registrar has been entered.<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Stockbroker (CHASESTKBR) – 21 Days – “Response on value query, Stockbroker?”
\r\n
\r\nCriteria: Will only run if there is a Stockbroker contact or company has been entered.<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 11<\/span> Obtain Details of Assets – NS&I<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

National Savings and Investments<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

NS&I Initial Letter <\/strong><\/p>

Criteria: Will only run if any National Savings or Investments have been entered.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Open a Read-Only Doc<\/strong><\/p>


\r\n
\r\n<\/p>

NS&I Death Claims Form<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase NS & I (CHASE_NS_I) – 21 Days – “Response to value query received from NS&I?”<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 12<\/span> Obtain Details of Assets – Pensions<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Pensions<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Pension Service Initial Letter<\/strong><\/p>

Criteria: Will only run if a Pension Service Office has been entered.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Private Pension 1 Initial Letter<\/strong><\/p>

Criteria: Will only run if a Pension Provider 1 has been entered.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for Pension Provider 2 and Pension Provider 3, providing an organisation has been entered for each. <\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Pension Provider (CHASEPENSI) – 21 Days – “Response from Pension Provider 1 Initial Letter?”
\r\n
\r\nCriteria: Will only run if a Pension Provider 1 has been entered.<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for Pension Provider 2 and Pension Provider 3, providing an organisation has been entered for each. <\/p>\n\n\n\nTask 13<\/span> Other Notifications<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Other Notifications<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Local Authority Electoral Roll Notification Letter<\/strong><\/p>

Criteria: Will only run if a local council has been entered.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

DVLA Notification Letter<\/strong><\/p>

Criteria: Will only run if the deceased had a driving licence.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Passport Office Notification Letter<\/strong><\/p>

Criteria: Will only run if a passport office has been entered.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Employer Notification Letter <\/strong><\/p>

Criteria: Will only run if an employer name and address have been entered.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

DWP Attendance Allowance<\/strong><\/p>

Criteria: Will only run if the deceased received attendance allowance and a department for work and pensions has been entered.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

TV Licensing Notification Letter<\/strong><\/p>

Criteria: Will only run if the deceased has a TV licence.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Employer (CHASE_EMP) – 14 Days – “Response from Employer Notification Letter?”<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase DWP (CHASE_DWP) – 14 Days – “Response to DWP AA Notification Letter?”<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 14<\/span> Obtain Details of Liabilities\/HMRC<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Creditors\/HMRC<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Creditor 1 Liability Value <\/strong><\/p>

Criteria: Will only run if Creditor 1 has been entered.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for Creditor 2 and Creditor 3, providing information has been entered for each. <\/p>\n\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

HMRC Tax Return Enquiry<\/strong><\/p>

Criteria: Will only run if HMRC has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase HMRC (CHASEHMRC) – 21 Days – “Response from HMRC re Tax Affairs?”<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Creditor (CHASE_CRED) – 21 Days – “Response from Creditor 1 Initial letter?”
\r\n
\r\nCriteria: Will only run if Creditor 1 has been entered.<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for Creditor 2 and Creditor 3, providing information has been entered for each. <\/p>\n\n\n\nTask 15<\/span> Return Self Assessment to HMRC<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Chase HMRC (CHASEHMRC) – “Response from HMRC re Tax Affairs?”<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

HMRC Return Self Assessment<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Chase HMRC (CHASEHMRC) – 21 Days – “Response from HMRC Tax return?”<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 16<\/span> Pay Self Assessment Tax Due<\/span><\/span>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Chase HMRC (CHASEHMRC) – “Response from HMRC Tax return?”<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

HMRC Paying Income Tax due<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 17<\/span> Bank Re Funeral Account<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Funeral Account<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Bank Funeral Request Payment<\/strong><\/p>

Criteria: Will only run if a bank has been selected to pay funeral costs.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Chase Bank (CHASE_BANK) – 21 Days – “Response from Bank re payment of funeral account.”
\r\n
\r\nCriteria: Will only run if a bank has been selected to pay funeral costs.<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 18<\/span> Settle Funeral Account<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Funeral Account<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Funeral Director Settlement Letter<\/strong><\/p>

Criteria: Will only run if a Funeral Directors has been entered.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\nTask 19<\/span> Prepare IHT Forms<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

IHT Threshold Reached?<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Gross Value Under \u00a3650K and Transfer NRB
\r\n
\r\nCriteria: Will only run if the IHT threshold has been reached.
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Display a message to the user<\/strong><\/p>

“Please Prepare IHT400, Associated Schedules and any further required IHT forms (IHT435\/IHT436)”
\r\n
\r\nCriteria: Will only run if the IHT400 is required.
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Display a message to the user<\/strong><\/p>

“Please Prepare IHT205 and any further required IHT forms (IHT435\/IHT436)”
\r\n
\r\nCriteria: Will only run if the IHT205 is required.
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 20<\/span> Draft Probate Application<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Draft Probate Application<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Display a message to the user<\/strong><\/p>

“Please Prepare application online https:\/\/hmcts-access.service.gov.uk\/”
\r\n
\r\nCriteria: Will only run if the probate application is being submitted online.
\r\n
\r\n<\/p><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

PA1P<\/strong><\/p>

Criteria: Will only run if the probate application is not being submitted online and is Testate.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

PA1A<\/strong><\/p>

Criteria: Will only run if the probate application is not being submitted online and is Intestate.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Exec 1 Draft App for Signature<\/strong><\/p>

Criteria: Will only run if Executor 1 surname is filled in.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for Executor 2 and 3 providing a surname has been entered for each.<\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Executor (CHASE_EXEC) – 7 Days – “Signed Probate Papers Returned Exec 1.”
\r\n
\r\nCriteria: Will only run if Executor 1 surname is filled in.<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for Executor 2 and 3 providing a surname has been entered for each.<\/p>\n\n\n\nTask 21<\/span> Submit IHT Forms to HMRC<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

HMRC (IHT) Send IHT Papers<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase IHT (CHASE_IHT) – 14 Days – “Heard From HMRC re IHT Forms”<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 22<\/span> Submit Probate Application<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Probate Registry<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Probate Registry Send Probate Application<\/strong><\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Grant (CHASE_GRNT)- 21 Days – “Chase Grant of Probate from Probate Registry”<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 23<\/span> Grant of Probate Received<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Grant Received<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Exec 1 Grant Letter<\/strong><\/p>

Criteria: Will only run if Executor 1 surname is filled in and Executor 1 has not reserved power and has not renounced probate.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for Executor 2 and 3 providing the same criteria has been met for each.<\/p>\n\n\n\nTask 24<\/span> DWP Claim Notification<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

DWP Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

DWP Claim Grant Only<\/strong><\/p>

Criteria: Will only run if the instruction is grant only and there is a claim against the estate.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Exec 1 DWP Claim Notification<\/strong><\/p>

Criteria: Will only run if Executor 1 surname is filled in and Executor 1 has not reserved power and has not renounced probate.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for Executor 2 and 3 providing the same criteria has been met for each.<\/p>\n\n\n\nTask 25<\/span> DWP Claim Assessment – Bank(s)<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

DWP Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Bank Details
\r\n
\r\nPlease Note: You are able to add up to 9 banks, with up to 4 accounts associated to each bank in this questionnaire.<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Bank 1 DWP Claim Info Request<\/strong><\/p>

Criteria: Will only run if a Bank 1 organisation has been selected and there is a claim against the estate.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for up to 9 Banks, providing the same criteria has been met for each.<\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Bank (CHASE_BANK) – 14 Days – “DWP response received from Bank 1?”
\r\n
\r\nCriteria: Will only run if a Bank 1 organisation has been selected and there is a claim against the estate.<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for up to 9 Banks, providing the same criteria has been met for each.<\/p>\n\n\n\nTask 26<\/span> DWP Claim Assessment – Building Societies<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

DWP Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Building Society
\r\n
\r\nPlease Note: You are able to add up to 9 building societies, with up to 4 accounts associated to each, in this questionnaire.<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

B Soc 1 DWP Claim Info Request<\/strong><\/p>

Criteria: Will only run if a Building Society 1 organisation has been selected and there is a claim against the estate.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for up to 9 Building Societies, providing the same criteria has been met for each.<\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Building Society (CHASE_BSOC) – 14 Days – “DWP response received from Building Society 1”
\r\n
\r\nCriteria: Will only run if a Building Society 1 organisation has been selected and there is a claim against the estate.<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for up to 9 Building Societies, providing the same criteria has been met for each.<\/p>\n\n\n\nTask 27<\/span> DWP Claim Response Enc Schedule of Assets<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

DWP Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

DWP Reply to Claim<\/strong><\/p>

Criteria: Will only run if there is a claim against the estate.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase DWP (CHASE_DWP) – 14 Days – “Chase DWP re response regarding the claim”
\r\n
\r\nCriteria: Will only run if there is a claim against the estate.<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 28<\/span> DWP Claim Assessment – Executor(s)<\/span><\/span>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Exec 1 DWP Claim Update<\/strong><\/p>

Criteria: Will only run if Executor 1 surname is filled in and Executor 1 has not reserved power and has not renounced probate and there is a claim against the estate.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for Executor 2 and 3 providing the same criteria has been met for each.<\/p>\n\n\n\nTask 29<\/span> Collect Assets – Bank\/BSoc Accounts<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Bank Details
\r\n
\r\nPlease Note: You are able to add up to 9 banks, with up to 4 accounts associated to each bank in this questionnaire.<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Bank 1 Closure Letter<\/strong><\/p>

Criteria: Will only run if a Bank 1 organisation has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for up to 9 Banks, providing an organisation has been entered for each.<\/p>\n\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Building Society
\r\n
\r\nPlease Note: You are able to add up to 9 building societies, with up to 4 accounts associated to each, in this questionnaire.<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

B Soc 1 Closure Letter<\/strong><\/p>

Criteria: Will only run if a Building Society 1 organisation has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for up to 9 Building Societies, providing the same criteria has been met for each.<\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Bank (CHASE_BANK) – 21 Days – “Bank 1 Accounts Closed?”
\r\n
\r\nCriteria: Will only run if a Bank 1 organisation has been selected.<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for up to 9 Banks, providing an organisation has been entered for each.<\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Building Society (CHASE_BANK) – 21 Days – “Building Society 1 Accounts Closed?”
\r\n
\r\nCriteria: Will only run if a Building Society 1 organisation has been selected.<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for up to 9 Building Societies, providing the same criteria has been met for each.<\/p>\n\n\n\nTask 30<\/span> Collect Assets -Policies\/Investments\/Shares<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Life Insurance<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Investments<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Shares<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Life Insurer 1 Claim Letter<\/strong><\/p>

Criteria: Will only run if a life insurance organisation has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for Life Insurer 2 and Life Insurer 3, providing an organisation has been entered for each.<\/p>\n\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

ISA Provider Claim letter<\/strong><\/p>

Criteria: Will only run if an ISA Provider organisation has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

TESSA Provider Claim letter<\/strong><\/p>

Criteria: Will only run if a TESSA Provider has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

PEP Provider Claim letter<\/strong><\/p>

Criteria: Will only run if a PEP Provider has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Share Registrar Grant Letter<\/strong><\/p>

Criteria: Will only run if a Share Registrar has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Stockbroker Grant Letter<\/strong><\/p>

Criteria: Will only run if a Stockbroker company or contact has been selected.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Life Insurance (CHASELIFIN) – 21 Days – “Life Insurer 1 Payment Received?”
\r\n
\r\nCriteria: Will only run if a life insurance organisation has been selected.<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for Life Insurer 2 and Life Insurer 3, providing an organisation has been entered for each.<\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase ISA Provider (CHASEISA) – 21 Days – “ISA Payment Received?”
\r\n
\r\nCriteria: Will only run if an ISA Provider organisation has been selected.<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase TESSA Provider (CHASETESSA) – 21 Days – “TESSA Payment Received?”
\r\n
\r\nCriteria: Will only run if a TESSA Provider has been selected.<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase PEP Provider (CHASEPEP) – 21 Days – “PEP Payment Received?”
\r\n
\r\nCriteria: Will only run if a PEP Provider has been selected.<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Share Registrar (CHASESHREG) – 21 Days – “Share Registrar Payments Received?”
\r\n
\r\nCriteria: Will only run if a Share Registrar has been selected.<\/p><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Stockbroker (CHASESTKBR) – 21 Days – “Stockbroker CREST Forms Received?”
\r\n
\r\nCriteria: Will only run if a Stockbroker company or contact has been selected.<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 31<\/span> Collect Assets – Stockbroker Sale<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Stockbroker Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Stockbroker Sale Letter<\/strong><\/p>

Criteria: Will only run if there is a Stockbroker contact or company has been entered.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Stockbroker (CHASESTKBR)- 21 Days – “Stockbroker Payment Received?”
\r\n
\r\nCriteria: Will only run if there is a Stockbroker contact or company has been entered.<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 32<\/span> Collect Assets – NS&I<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

National Savings and Investments<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

NS&I Repayment Letter FWPROB<\/strong><\/p>

Criteria: Will only run if any National Savings or Investments have been entered.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Chase NS & I (CHASE_NS_I) – 21 Days – “NS&I Payment Received?”
\r\n
\r\nCriteria: Will only run if any National Savings or Investments have been entered.<\/p><\/div><\/div><\/div><\/div>\n\n\nTask 33<\/span> Pay Liabilities<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Payment of Liabilities<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Creditor 1 Settlement Letter<\/strong><\/p>

Criteria: Will only run if a name has been entered for Creditor 1 <\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for Creditor 2 and Life Insurer 3, providing a name has been entered for each.<\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Creditor (CHASE_CRED)- 14 Days – “Creditor 1 Ack of Payment Received?”
\r\n
\r\nCriteria: Will only run if a name has been entered for Creditor 1 <\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for Creditor 2 and Life Insurer 3, providing a name has been entered for each.<\/p>\n\n\n\nTask 34<\/span> Prepare Draft Accounts<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Executors – General Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Exec 1 Draft Estate Accounts Letter<\/strong><\/p>

Criteria: Will only run if Executor 1 surname is filled in and Executor 1 has not reserved power and has not renounced probate.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for Executor 2 and 3 providing the same criteria has been met for each.<\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Add an automatic keydate to matter<\/strong><\/p>

Chase Executor (CHASE_EXEC) – 14 Days – “Exec 1 Returned Approved Draft Accounts?”<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for Executor 2 and 3 providing the same criteria has been met for each.<\/p>\n\n\n\nTask 35<\/span> Pay Pecuniary Legacies<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Beneficiary Details (1)
\r\n
\r\nPlease Note: You are able to capture up to 10 Beneficiaries, this questionnaire will capture details of 1-3<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Beneficiary Details (2)
\r\n
\r\nPlease Note: You are able to capture up to 10 Beneficiaries, this questionnaire will capture details of 4-6<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Beneficiary Details (3)
\r\n
\r\nPlease Note: You are able to capture up to 10 Beneficiaries, this questionnaire will capture details of 7-10<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Charity Beneficiary Details
\r\n
\r\nPlease Note: You are able to capture up to 10 Charity Beneficiary within this questionnaire.<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Beneficiary 1 Pay Pecuniary Legacy <\/strong><\/p>

Criteria: Will only run if Beneficiary 1 surname is filled in and the bequest type is legacy.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for up to 10 Beneficiaries providing a surname has been entered and the bequest type is legacy for each. <\/p>\n\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Charity Beneficiary 1 Pay Legacy<\/strong><\/p>

Criteria: Will only run if Charity Beneficiary 1 name is filled in and the bequest type is legacy.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for up to 10 Charity Beneficiaries providing a surname has been entered and the bequest type is legacy for each. <\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Chase Beneficiary (CHASEBENEF) – 14 Days – “Receipt for Legacy from Beneficiary 1”
\r\n
\r\nCriteria: Will only run if Beneficiary 1 surname is filled in and the bequest type is legacy.<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for up to 10 Beneficiaries providing a surname has been entered and the bequest type is legacy for each. <\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Chase Charity (CHASE_CHAR) – 14 Days – “Receipt for Legacy from Charity Beneficiary 1”
\r\n
\r\nCriteria: Will only run if Charity Beneficiary 1 surname is filled in and the bequest type is legacy.<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for up to 10 Charity Beneficiaries providing a surname has been entered and the bequest type is legacy for each. <\/p>\n\n\n\nTask 36<\/span> Interim Residuary Payment<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Beneficiary Details (1)
\r\n
\r\nPlease Note: You are able to capture up to 10 Beneficiaries, this questionnaire will capture details of 1-3<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Beneficiary Details (2)
\r\n
\r\nPlease Note: You are able to capture up to 10 Beneficiaries, this questionnaire will capture details of 4-6<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Beneficiary Details (3)
\r\n
\r\nPlease Note: You are able to capture up to 10 Beneficiaries, this questionnaire will capture details of 7-10<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Charity Beneficiary Details
\r\n
\r\nPlease Note: You are able to capture up to 10 Charity Beneficiary within this questionnaire.<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Beneficiary 1 Interim Payment<\/strong><\/p>

Criteria: Will only run if Beneficiary 1 surname is filled in and the bequest type is Share of Residuary Estate.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for up to 10 Beneficiaries providing a surname has been entered and the bequest type is Share of Residuary Estate for each. <\/p>\n\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Charity Beneficiary 1 Interim Payment<\/strong><\/p>

Criteria: Will only run if Charity Beneficiary 1 name is filled in and the bequest type is Share of Residuary Estate.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for up to 10 Charity Beneficiaries providing a surname has been entered and the bequest type is Share of Residuary Estate for each. <\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Chase Beneficiary (CHASEBENEF) – 14 Days – “Receipt for Residuary Payment from Beneficiary 1”
\r\n
\r\nCriteria: Will only run if Beneficiary 1 surname is filled in and the bequest type is Share of Residuary Estate.<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for up to 10 Beneficiaries providing a surname has been entered and the bequest type is Share of Residuary Estate for each. <\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Chase Charity (CHASE_CHAR) – 14 Days – “Receipt for Residuary from Charity Beneficiary 1”
\r\n
\r\nCriteria: Will only run if Charity Beneficiary 1 surname is filled in and the bequest type is Share of Residuary Estate.<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for up to 10 Charity Beneficiaries providing a surname has been entered and the bequest type is Share of Residuary Estate for each. <\/p>\n\n\n\nTask 37<\/span> Distribute Residuary Estate<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Beneficiary Details (1)
\r\n
\r\nPlease Note: You are able to capture up to 10 Beneficiaries, this questionnaire will capture details of 1-3<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Beneficiary Details (2)
\r\n
\r\nPlease Note: You are able to capture up to 10 Beneficiaries, this questionnaire will capture details of 4-6<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Beneficiary Details (3)
\r\n
\r\nPlease Note: You are able to capture up to 10 Beneficiaries, this questionnaire will capture details of 7-10<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Charity Beneficiary Details
\r\n
\r\nPlease Note: You are able to capture up to 10 Charity Beneficiary within this questionnaire.<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Beneficiary 1 Pay Residuary<\/strong><\/p>

Criteria: Will only run if Beneficiary 1 surname is filled in and the bequest type is Share of Residuary Estate.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for up to 10 Beneficiaries providing a surname has been entered and the bequest type is Share of Residuary Estate for each. <\/p>\n\n\n

<\/i><\/div>

Send Standard Document<\/strong><\/p>

Charity Beneficiary 1 Pay Residuary<\/strong><\/p>

Criteria: Will only run if Charity Beneficiary 1 name is filled in and the bequest type is Share of Residuary Estate.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for up to 10 Charity Beneficiaries providing a surname has been entered and the bequest type is Share of Residuary Estate for each. <\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Chase Beneficiary (CHASEBENEF) – 14 Days – “Receipt for Residuary Payment from Beneficiary 1”
\r\n
\r\nCriteria: Will only run if Beneficiary 1 surname is filled in and the bequest type is Share of Residuary Estate.<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for up to 10 Beneficiaries providing a surname has been entered and the bequest type is Share of Residuary Estate for each. <\/p>\n\n\n

\r\n <\/i>\r\n <\/i>\r\n <\/i>\r\n<\/span><\/div>

Meet unmet keydates by type<\/strong><\/p>

Chase Charity (CHASE_CHAR) – 14 Days – “Receipt for Residuary from Charity Beneficiary 1”
\r\n
\r\nCriteria: Will only run if Charity Beneficiary 1 surname is filled in and the bequest type is Share of Residuary Estate.<\/p><\/div><\/div><\/div><\/div>\n\n\n

The above action is repeated for up to 10 Charity Beneficiaries providing a surname has been entered and the bequest type is Share of Residuary Estate for each. <\/p>\n\n\n\nTask 38<\/span> Finalise Accounts<\/span><\/span>\n\n

<\/i><\/div>

Allocate a Custom Questionnaire<\/strong><\/p>

Executors – General Details<\/p><\/div><\/div><\/div><\/div>\n\n\n

\"\"<\/figure>\n\n\n
<\/i><\/div>

Send Standard Document<\/strong><\/p>

Exec 1 Final Letter<\/strong><\/p>

Criteria: Will only run if Executor 1 surname is filled in and Executor 1 has not reserved power and has not renounced probate.<\/p>

<\/i> Show preview<\/a>   <\/i> Open in new tab<\/a><\/p><\/div><\/div><\/div><\/div><\/div>\n\n\n

The above letter is repeated for Executor 2 and 3 providing the same criteria has been met for each.<\/p>\n","protected":false},"excerpt":{"rendered":"

The above letter is repeated for Executor 2 and 3 providing a surname has been entered for each. The above letters are repeated for Executor 2 and 3 providing a surname has been entered for each. The above action is repeated for Executor 2 and 3 providing a surname has been entered for each. The […]<\/p>\n","protected":false},"featured_media":0,"template":"","tags":[],"pracctice_practice_area":[36],"class_list":["post-50355","pracctice_workflow","type-pracctice_workflow","status-publish","hentry","pracctice_practice_area-private-client"],"acf":[],"yoast_head":"\nProbate - Osprey Approach Customer Support & Training | Osprey Academy<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/focused-workflows\/probate\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Probate - Osprey Approach Customer Support & Training | Osprey Academy\" \/>\n<meta property=\"og:description\" content=\"The above letter is repeated for Executor 2 and 3 providing a surname has been entered for each. The above letters are repeated for Executor 2 and 3 providing a surname has been entered for each. The above action is repeated for Executor 2 and 3 providing a surname has been entered for each. 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The above letters are repeated for Executor 2 and 3 providing a surname has been entered for each. The above action is repeated for Executor 2 and 3 providing a surname has been entered for each. 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