Probate (Estate) Accounts
The CCH Probate formats are a quick and easy way to produce Estate accounts.
Last update: We advise you to follow the Probate (Estate) articles in the following order:
1 Overview and setting up Trust Accounts Probate Clients
2 Setting up subsequent accounting periods using Autoload
3 Basis of the Probate Nominal Ledger Structure
4 Detailed Probate Nominal Ledger structure
5 Detailed data entry in CCH Trust Accounts for Probate clients
6 Estate accounts pages in the Financial Statements screen
CCH Trust Accounts
Overview and setting up Trust Accounts Probate Clients
This document provides an overview of the processes for creating and managing probate accounts within the CCH Trust Accounts system. It details how to set up and link clients in CCH Trust Accounts and CCH Central, emphasizing the importance of matching client codes. The document also outlines the steps for establishing accounting periods and the specific details required, such as setting the "This year" date to the day before death. Finally, it includes guidance on setting up subsequent accounting periods using the Autoload feature.
CCH Trust Accounts
Setting up subsequent accounting periods using Autoload
Setting up subsequent accounting periods using Autoload
CCH Trust Accounts
Basis of the Probate Nominal Ledger Structure
A summary using V2.8 of the Probate Master Chart of Accounts.
CCH Accounts ProductionCCH Trust Accounts
Detailed Probate Nominal Ledger Structure
Detailed Probate Nominal Ledger Structure
CCH Trust Accounts
Detailed data entry in CCH Trust Accounts for Probate clients
Detailed data entry in CCH Trust Accounts for Probate clients
CCH Trust Accounts
Data entry in CCH Accounts Production for Probate Accounts
Data entry in CCH Accounts Production for Probate Accounts
CCH Trust Accounts
Estate accounts pages in the Financial Statements screen
Estate accounts pages in the Financial Statements screen
CCH Trust Accounts
CCH Probate Masterpack
This document provides a detailed overview of the Probate master charts and accounts pages within CCH Accounts Production, emphasizing the differences from VAP pages. It outlines the setup procedures for Contacts, specifically the roles of Deceased and Personal Representatives, and the distinction between them. The document also mentions the organization of Collections and the inclusion of notes in the probate pages, offering guidance on adjustments that may be needed if notes are not required in printed materials.