Controlled Estates Register Report

5/05/2025
Knowledge

How To

Location: LEAP Menu > Reports > Matters & Clients > Controlled Estates Register

Purpose: Lists Controlled Estates Registers maintained by the firm with a 'Date of Power Document' within the specified date range. Deleted items, as well as entries from deleted or archived matters, are excluded from the report.

Click to edit heading

The report has been enhanced to extend the maximum date range from one year to five years.

Report Filters:

Date Range

Displays Power and Estate Registers with a 'Date of Power Document' within the selected date range.

NOTE: The 'Date of Power Document' is sourced from the Power and Estate Register window.

Staff

Includes two staff filters:

Include Inactive Staff: Include or exclude inactive staff members in the 'Staff Assigned Power' filter.
Staff Assigned Power: Allows you to choose from a list of staff members, updating dynamically when the 'Include Inactive Staff' option changes.

- Exclusively displays Power and Estate Registers where the selected staff member is designated as the 'Staff/Associate Assigned Power' (as set in the Power and Estate Register window).
- By default, 'All Items Selected' is selected to include all staff members.

Date of Commencement Current

Yes: It includes only Power and Estate Registers where the Date of Commencement set to 'Current'.

No (default): It includes only Power and Estate Registers where the Date of Commencement is not set to 'Current'.

NOTE: Results are presented based on the status of the 'Current' checkbox in the window of Power and Estate Register items.

Report Fields:

Matter No.	The number of matter the Power & Estate Register is assigned to.
Matter Description	The description of the matter the Power & Estate Register is assigned to.
Client	Displays the client card the Power & Estate Register is assigned to.
Date of Power Document	Displays the date of power document on the Power & Estate Register.
Commencement of Power	Displays the date of Commencement of Power.
Donor/Deceased Address	Displays address of donor/deceased on the Power & Estate Register.
Date of Death	Displays the date of death on the Power & Estate Register.
Associate Assigned Power	Displays the staff member assigned power on the Power & Estate Register.
Document Number	Displays the document number assigned on the Power & Estate Register.
Packet Number	Displays the packet number assigned on the Power & Estate Register.