Example: Estate of Jane Smith. This title appears on exports and filenames.
Complete both sections before exporting
1
Marital history & beneficiaries
Capture spouse details and every person or entity that should receive communication.
2
Assets & liabilities
Document the estate’s property, accounts, and outstanding balances for a holistic view.
Marital History
0 entriesSoft validation: blanks allowed (does not block export).
| Spouse Name | Marriage Date | How Ended | End Date | Spouse Alive? | Children Count | Actions |
|---|
Beneficiaries & Interested Parties
Required 0 complete • Heir at Law: NoAll six fields are required per row. Include every person or entity who should receive communication.
| Full Name / Entity | Relationship | Legal Role | Status | Capacity / Age | Address (City/State OK) | Actions |
|---|