Enter Estate and Will Information

You can enter estate and will information for your clergy or religious personnel.

  1. On the Personnel tab, click Clergy or Religious, then click Estate/Will.
  2. Locate the appropriate record.
  3. On the tabs, enter relevant dates and information.
  4. At the top, click Save.

You can also add any documents related to the estate and will in the Clergy or Religious windows. If needed, set a default folder for these files in the Initial Setup window.