Contacts
EstateExec enables you to keep contact information associated with your estate in a centralized address book (Executor Tab: Contacts).
It is not necessary to enter contact information into EstateExec. The main reason our users enter such information is to provide a convenient, centralized place for all things estate-related, or to enable other users to whom they have granted estate access to be able to utilize those contacts as well.
Address Book PDF
You can export your contact information into an Address Book via the "Address Book PDF" button at the top right of the Contacts table (see Address Book for options).
Contact Integration
You can refer to existing contacts (or make new ones) from other EstateExec tabs. For example, if you click the Location cell for an asset on the Asset tab, it will bring up a dialog that enables you to use a contact you already defined, or to create a new one. This can save a lot of time if you have multiple assets at the same locations (such as a particular financial institution, or the decedent's home).
To use an already-defined location from one of these other tabs, start typing the name you gave the contact and select it when you see it. To define a new contact, simply enter a name you haven't already used.
Contacts Table Notes
Here are a few helpful things to know about the Contacts table:
- Name: You may want to use this field for a person's name, the name of a business, or simply the name of a location (e.g., Mom's Safe Deposit Box).
- Type: This is simply for your convenience, so for example, you can quickly filter the table to show only the heir contact information
- Other: There are a couple of columns that don't display by default (such as State), which you may want to use for quick filtering of the list. As with every EstateExec table, you can choose which columns to display via the menu in the top right of the table.