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CommunityProbate Estate Matter

Probate Estate Matter

Scott Scholl (Customer) asked a question.

Probate Estate Matter

Is there a matter type for probating estates? I see "Wills and Estate Planning," and if you're working in that area you will likely need to probate an estate as well.


  • Sebastian Figg (LEAP Dev)

    Hi @Scott Scholl (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    We appreciate your feedback and would advise using this form to provide feedback directly to our content teams regarding matter types. This better assists our teams to prioritise requested features like new matters or content.

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Sebastian.

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  • Sebastian Figg (LEAP Dev)

    Hi @Scott Scholl (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    We appreciate your feedback and would advise using this form to provide feedback directly to our content teams regarding matter types. This better assists our teams to prioritise requested features like new matters or content.

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Sebastian.

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    Selected as Best
  • Scott Wolf (Schlossberg, LLC)

    The correct answer is that it is under Estates.

    • Scott Scholl (Customer)

      You would think so, but there aren't any matter types under "Estates."

  • Sebastian Figg (LEAP Dev)

    Hi @Scott Scholl (Customer)​ & @Scott Wolf (Schlossberg, LLC)​,

     

    I apologize for any misunderstanding, the matter types available differ state to state (based on the selected state when creating a matter) as our content team custom builds matter types for each state. This is why I suggested using the form I linked above to provide feedback to our content team.

     

    Our content team are continuously working to add matter types and content to LEAP.

     

    Kind Regards,

     

    Sebastian.

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Probate Estate Matter