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About Your Power & Estate Register

  • 5/09/2023
  • Knowledge

How To
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Your Power & Estates Register contains all documents associated with any power of attorney matters and estate matters.

  • Desktop

Add Items to Your Register

 

You may create a Document Register for the Power & Estate Register, then you can select a Document and Packet No for the item when you Add Items to Your Register.

  1. Open the matter.

  2. Click the Registers > Power & Estates Register tab.

  3. Click Add Item.

    The New Power and Estates Register will open in a new window.

  4. Click to select a Document and Packet No.

  5. Click to select a Staff/Associate Assigned Power.

  6. Enter or click to select Date of Power Document.

    Tick Relates to trust money if required.

  7. Enter or click to select Date of Commencement of Power.

    Tick Current if required.

  8. Enter a Memo.

  9. Enter or click to select Date of Death.

  10. Enter an Address of Donor/Deceased.

  11. Click Save & Close.

    If you would like to add another document, click Save & New.

Open and Print an Item in Your Register

 

  1. Open the matter.

  2. Click the Registers > Power & Estates Register tab.

  3. Open the register item.

  4. Click to print the register item.

    Click the drop-down arrow next to and select Print and Save Power and Estates Register Item if you wish to print and save the register item to your matter's Correspondence List.

Delete an Item in Your Register

 

  1. Open the matter.

  2. Click the Registers > Power & Estates Register tab.

  3. Open the register item.

  4. Click Delete.

  5. Click Yes to confirm.

Restore a Deleted Register Item

 

  1. Open the matter.

  2. Click the Registers > Power & Estates Register tab.

  3. Click the drop-down filter and select Deleted to display deleted register item(s).

  4. Open the deleted register item.

  5. Click and select Undelete.

  6. Click Save & Close.

Last Modified Date
5/09/2023 1:02 pm
Title
About Your Power & Estate Register
URL Name
About-Your-Power-Estate-Register-NZ

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About Your Power & Estate Register