To settle an estate, executors must obtain original legal documents; copies will not suffice for probate and most other transactions.
Listing the locations of documents that you may be required to produce several times during the process keeps you organized and saves time.
QE is purposefully not in the business of document storage. Established document storage providers, such as Drop Box, Google Drive and others allow for document sharing and updating amongst relevant parties.
Click the Documents tab.
Click the + sign beside each type of document that applies. Fill in the location of the original documents; other fields are optional.
Other than the Will, add as many of any type of document as needed. There should be only one Last Will and Testament. If the deceased had another Will, to cover foreign property in another jurisdiction for example, use “Other Documents” to add it.
Data saves automatically.
To print the Documents Summary, click “Generate Report” on the top right, click “Print” and pop a hard copy into your Estate file.