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STEP
ONE - Create a Client
1.
Click on
the "Clients" button on the main screen.
2.
The
"Client Manager" will be displayed. Click on
"New."
3.
Select
whether the client is an "estate or trust." Enter the
required information. For an estate the required information is the
"Display As" name and birth and death dates. For a trust,
it is the "Display As" name and the funding date.
4.
Click the
"Save" button at the bottom of the screen to return to the
client manager. You will be asked whether you want to use a template
to create accounts for the client. Answer "Yes." You will
be taken to the "Set Up Options" tab where you can select
the "Default" template that ships with Heritance.
5.
Click the
"Select" button on the client manager toolbar. This will
make the new client current and display their accounts screen.
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