Improvements to Estate Matter Types

18/12/2025
Knowledge

How To

We have made a number of improvements to Estate matter types to ensure information is captured more accurately and to better reflect the needs of Estate administration or Estate planning.

These updates include:

Updates to the Estate details table, including:

· Estate name and Estate IRD number now included in this table:

Note: The old Estate name table has been removed and will not appear on any new Estate matters created.

For existing matter types, the old Estate name table will still show with existing data retained. To remove this table, right click and select “Remove”, then “Edit Table Types” and un-tick the Estate name table:

· Estate name field now uses the Deceased’s card with the new “Estate of” salutation by default or allows for this to be updated as needed using the new “Estate name, if different” field. There is a handy tooltip next to the Estate name field to remind users that the Estate name pulls from the Deceased’s card using the “Estate of” salutation:

For more information, please refer to the article Various Matter & Card Updates.

Last Modified Date

18/12/2025 2:33 pm

Title

Improvements to Estate Matter Types

URL Name

Improvements-to-Estate-Matter-Types-NZ

Resolution