Wills

Wills

Adding Wills to Contacts


 

You can add wills that your clients have made directly to their contact details on eXpd8. All wills uploaded to eXpd8 can be viewed and managed in Reports and the Wills & Deeds tab.


Wills must be added directly to a contact’s information on eXpd8.  

  1. 1. Click Address Book, located on the left pane. 

  1. 2. Search for the contact you want to add will details to

  2. 3. Select the contact and click Update



  5. 4. The Edit Contact Details window will appear. Go to the Wills & Deeds tab. 



  1. 5. Include details of the will including reference number, notes, date will made and a client deceased date if relevant. 


  3. 6. Click Save and Close. 


Viewing Wills 

You can view wills created on eXpd8 in Reports or in the Wills & Deeds tab of a contact’s details. 

  1. 1. Click File in the top left corner of eXpd8. 


  3. 2. Select Reports from the drop-down menu (the Files tab will appear expanded by default)

  4. 3. Click to expand Clients

  5. 4. Click to expand Client Will Reports

  6. 5. Select the Report you wish to view, e.g. Clients With Will, Clients No Will or Deceased Clients

  7. 6. Click Export to CSV and Browse to select a folder location that you wish to export the file to and Save

  8. 7. Click Export A pop-up window will appear Would you like to open the export result file?

  9. 8. Click Yes to view the file results


Editing Wills 

You can easily edit wills to add notes, add a deceased date, change the creation date, or include a will reference. 

  1. 1. Click Address Book, located on the left pane. 

  1. 2. Search for the contact you want to edit will details for and double click their name. 

  1. 3. The Edit Contact Details window will appear. Go to the Wills & Deeds tab. 



  1. 4. Edit the details of the will as required, e.g. reference number, notes, date will made, client deceased date. 


  3. 7. Click Save and Close. 


Deleting Wills 

If, for some reason you need to remove a will from a contact on eXpd8, you can do this easily. 

  1. 1. Click Address Book on the left pane of eXpd8. 

  1. 2. Double click the name of the contact you want to delete a will from.   CONTINUE FROM HERE.................

  1. 3. The Edit Contact Details window will appear. Go to the Wills & Deeds tab. 



  1. 4. Click Delete, Save and Close. 



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