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CCH Probate Masterpack

CCH Trust Accounts
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CCH Accounts Production FormatterMaster PacksProbate Pack

    Overview

    Most of the information about the workings of the Probate master chart and accounts pages is contained in the main Trust Accounts Help. It describes the VAP Master pages, but much of it is still relevant. This section discusses the differences between the CCH Accounts Production (VAP) pages and CCH Accounts Production.

    Contacts

    The Contacts used by the Probate pages are set up on the Central Associated tab and on the Officers screen within AP.

    Associated Tab

    The CCH Masters require only a contact set up as the Auditor.

    • VAP also had fields on its Names tab for the Solicitor and Banker, but these do not appear in the accounts. So they are only for memorandum purposes only.
    • If the Deceased or Personal Representatives are set up on the Associated tab they will not appear in the accounts until the Officers screen has been accessed. So it is recommended that they are set up there in the first place.
    Officers Screen

    On this screen are set up the:

    • Deceased.  The Deceased is a separate Contact (or Client) from the Estate itself, i.e. the individual is a different entity from their estate.
    • Personal Representatives. These are described as "Administrators" in the accounts if Intestate is ticked in the Statutory Database > General Information; otherwise they are "Executors". The Personal Representatives who are to sign the accounts should be ticked as Signatories on the Officers tab.

    Collections

    CCH Accounts Production includes the same probate master pages as were shipped with VAP, apart from the little-used page9di3.prb. The pages are contained in Collections. There are four built-in Collections, but only Full Accounts is used.

    Notes

    The probate pages include notes to the Estate Capital Account. The CCH Master pages assume that Notes are always included. If they are not required, change the following:

    • Contents page. Remove the rows that print the page numbers for the Notes.
    • Page Notes Headers. This page is used to print the Notes page headings. Apart from the page headings it contains no rows. Right click it and Exclude from Print.

    Related documents

    Linking to clients in CCH Central
    This document provides instructions on how to link and unlink clients from CCH Central in the CCH Trust Accounts system. To link a client, the user must select the client, click "Edit," then "Link," and choose the appropriate client from Central. Once linked, certain fields become non-editable in Trust Accounts. To unlink a client, the user clicks the "Unlink" button, which restores editability but deletes any accounting periods in Central. Key fields updated from Central include client name, address, and contact details.
    Database Parameters
    Various features in Trust Accounts are optional. To set up many of these, from the Activities menu select System Management, and then Database Parameters.
    Data Parameters
    Various features in Trust Accounts are optional. To set up many of these, from the Activities menu select System Management, and then Database Parameters.
    Database Parameters
    Database Parameters
    Passwords
    Passwords