Survivorship Application - VIC

Table of Contents

• Create a VIC Survivorship Application matter
• Complete Matter Details

Create a VIC Survivorship Application matter

1.  Select New Matter from the triConvey Home Dashboard.

2.  Select State:  VIC.

3.  Select Matter Category:  Conveyancing.

4.  Select Matter Type:  Survivorship Application.

5.  Select Next.

Complete Matter Details

1.  Double-click Info and complete required details.

Tip:  Not all details need to be entered immediately.  However, it is best practice to enter as much information as possible to save yourself time when generating documents.

2.  Double-click Applicant and complete required contact details.

3.  Double-click Deceased and complete required contact details.

4.  Double-click Property Details and complete Property Information, Title Particulars and Share Details.

5.  Double-click Transfer Details and complete all the required details.

6.  To add uncommon contacts to your matter, select the gear icon.

7.  From Show/hide details for this matter, select the additional contact/s to be displayed in Matter Details.

8.  Select Save.