There are two file types available
to simplify estate administration.
Administration-Only is a simpler
data file that helps you maintain the file contacts and communications. Inventory, receipts,
disbursements and distributions can all be calculated automatically.
Reports and commonly useds letters are available to generate. The Grant
Application Forms are not available.
This file type is commonly used for Applications that are being filed in
the Surrogate Digital System.
Application & Administration
files include the Alberta Grant Application (GA) Forms and commonly used
documents and letters. Inventory, receipts,
disbursements and distributions can all be calculated
automatically. Estate data can be entered all on one set of screens when
your file is opened. Once your data has been entered, it is stored so you
can re-use it on each letter and document. Document generation can
automatically select all the forms you need for your application; an appealing
feature for both new and experienced legal assistants.