- Getting Started
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Matter Set Up
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Finding the Distribution Statement
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Population of Data
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Using the LEAP for Word add-in panel
- Distribution Statement Sections
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Statement Type
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Finalised Assets
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Liabilities Paid
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Legal Fees & Disbursements
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Interim Distribution
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Final Distribution
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Executor/Administrator Signing Clauses
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Viewing Statement Types
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Quiz
- Up Next
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Summary
Estate Distribution Statement
In this course you will learn how to automate your estate distribution statements using the LEAP for Word add-in. After completing this course, you’ll be able to set up your distribution statements so that they auto-populate with data from your estate matters.
Estate Distribution Statement
In this course we will cover the following:
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- Setting up the matter, locating the Distribution statement and population of data.
- Using the LEAP for Word add-in panel
- Distribution statement sections
- Executor/Administrator Signing Clauses
- Viewing both statement types
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