Enter Estate and Will Information
You can enter estate and will information for your clergy or religious personnel.
- On the Personnel tab, click Clergy, Deacons, Seminarian, or Religious, then click Estate/Will.
- Locate the appropriate record.
- On the tabs, enter relevant dates and information.
- At the top, click Save.
You can also add any documents related to the estate and will in the personnel windows. If needed, set a default folder for these files in the Initial Setup window.