The heading is Estate of the deceased; the line under it carries the reference, the opening date and accounts handled out of total. Four tabs: Overview, Accounts & steps, Documents, Activity.

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Header actions

For operators on an open case:
  • Assignee picks the operator responsible. My cases on the Cases screen and the Today count use it.
  • Start case appears in intake, once at least one account is on the case. It loads the steps and makes the case visible as in progress to the family.
  • Cancel case asks for a reason. Open steps stop and the family sees the case as cancelled with that reason.

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The request

What the family submitted: whose accounts, date of death, who asked and their relationship, their email, their estimate of the account count, when, and any notes.

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Family contact and case details

The contact fills every {{executor.…}} placeholder in emails and defaults to the requester. Edit the name, email and phone, the date of death, the priority (Normal or High) and operator notes. Notes here are internal and never shown to the family. Save applies them.

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Progress

A bar and a count of accounts by status (not started, in progress, waiting on family, waiting on provider, awaiting approval, done, needs attention, skipped), with the started, completed and updated dates.

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Add to the timeline

Write a note, choose whether to Show to the family, and Add note. Family-visible notes appear in their Family Cleanup screen under Updates; every note appears on the Activity tab and in the audit log.