Tuesday, October 31, 2006
Manuals, Order Form and Brochure
We have been busy finalizing a comprehensive manual for Probate System V. At 142 pages, the manual is a good read
Download NEBAR Probate System V Manual
PLACING ORDERS BY MAIL
For those who wish to place orders, we recommend purchasing through our store. However, if you preference to printout a form and mail it with a check, click on the following link.
Download Order Form
PROBATE SYSTEM V BROCHURE
For those who want a handout that describes the product to show to your colleagues, click on the link below.
Download Handout
Monday, October 23, 2006
Web Demo and Instructional Course at Nebraska Annual Meeting
TO CURRENT and FUTURE USERS OF PROBATE SYSTEM V:
Over 80 Nebraska law firms have signed on since Probate System V ("PSV") was released six months ago and received basic training. In response to popular demand, Seth Rowland, Esq., the developer of PSV will be leading two educational sections at the 2006 ANNUAL MEETING of the Nebraska State Bar Association entitled “Customizing Your PS V System for Your Own Office and Law Firm.”
ALL attorneys, paralegals and legal secretaries using PSV or considering using PSV are cordially invited to register for one or both of these sessions. The course is FREE to all. The sessions are on Friday, November 3, 2006 at 9:00 AM and at 10:30 AM. In these two-90 minute sessions, the chief developer of PSV, Seth Rowland, will quickly refresh the basics and then cover advanced topics, including: working with the Inheritance Tax Worksheet, configuring your firm preferences, and the responsibilities of the Unit Manager. In addition, we will be introducing a new set of features that will allow you to customize PSV to reflect your own firm’s layout preferences and create a consistent style for all documents generated with the system.
Please register TODAY. Advance registration is appreciated so that we can make sure these is room for everyone. For late registration. Call the Bar Association directly for late registration or register at the conference.
TO ALL MEMBERS OF THE NEBRASKA STATE BAR ASSOCIATION
Whether you are juggling multiple probate filings, or just need to make sure you have the correct forms for an occasional probate file, you should consider Probate System V - an automated forms solutions from NSBA and Basha System LLC. The software is free. The installation is free. The updates are free. Pay only for the files you need.
Starting at $50 per estate file, Probate System V is a forms solution that you can disburse to your clients. The system includes all the probate forms found in the Probate System IV manual. In addition the system include tools for preparing asset inventories and calculating the Nebraska Inheritance task. In the first six months since its release, over 80 law firms have signed up.
You are cordially invited to attend a web demo of the system, held Tomorrow at 2:00 PM. To attend the meet, click on the link below and register for the meeting: Reserve your Webinar Seat Now at:
https://www.gotomeeting.com/register/235077022.
You will be sent an e-mail confirmation with connection information.
For additional information on the product, please visit: http://forum.nebar.com/EE/index.php?/psv.
You are also invited to stop by at the Probate System V booth at the 2006 ANNUAL MEETING and to attend one of the educational sessions led by the developer of Probate System V on Friday
Thursday, September 28, 2006
HotFix - Application for Informal Probate of Will (Form 220)
FORM 220 - APPLICATION FOR INFORMAL PROBATE
Thanks to Donnis Bullock, a legal assistant at Hart, Dawson & Sudbeck, P.C. for bringing to our attention an error in Form 220. This hot fix corrects an error that occurs if the petition is being signed by the Personal Representatives in the role as petitioner. Please find instructions for the latest UPDATE.
NEBAR - Probate System - Hot Fix for Form 200 - RIGHT CLICK TO SAVE
NOTE: Download the patch and run it. However, there is no need to run the UPDATE UTILITY for this patch.
Tuesday, September 26, 2006
Mandatory Update - September 26
INHERITANCE TAX WORKSHEET!!! INHERITANCE TAX WORKSHEET!!!
You have been asking us to make revisions to it to (1) correct a calculation error for Class 3 Beneficiaries, (2) carry over more deductions and expenses from the Master Information List, and (3) include a itemization detail for the Asset and Expense Schedules. Well, we listened. and you find this in the current update. Along with a LOT more.
Please find instructions for the latest UPDATE. The following are MANDATORY UPDATES.
NEBAR - Automated Forms - RIGHT CLICK TO SAVE
NEBAR - Common - RIGHT CLICK TO SAVE
NEBAR - Probate System - RIGHT CLICK TO SAVE
NOTE: It has come to our attention that many of you are STILL FORGETTING to update your Probate Systems after applying the update file. The update process involves (1) downloading the updates, (2) running then, and (3) Going into the ADMINISTRATION -> UPDATE UTILITY and choosing “1. Update Application”.
PROBATE SYSTEM MANUAL:
We are working on a PDF manual for Probate System V. The following chapters are currently available for download and preview.
Chapter 1. PSV Basics - RIGHT CLICK TO SAVE
Chapter 2. Unit Manager - RIGHT CLICK TO SAVE
When the manual is completed it will be accessible from the Help menu. The Unit Manager chapter includes instructions on downloads and updates.
NEW FEATURES:
- Form 220 - Informal Application
+ Signature Block fixed. - Form 326 - Augumented Estate Tax Worksheet
+ Updated the link in Forms by Number list. Rewrote Excel functions.
+ Mapped fields from MIL to the Worksheet.
- Form 400 - Schedule of Distribution
+ Revise to allow option of grouping distributions by distributee.
+ Can be used for purposes of allocating assets for purposes of Inheritance Tax Worksheet.
- Form 500 - Inheritance Tax Worksheet. Major revisions.
+ Added a new Inheritance Tax Worksheet Schedules report to attach to spreadsheet with itemized details of both assets and expenses
+ Corrected error on calculation of inheritance tax for Class 3 Beneficiaries.
+ Revised display of Checkboxes for Line 60 to 63
+ Deductions and Expenses from Master Information List now flow into the Tax Worksheet automatically
+ Master Information List revised to encompass most deductions on Form 500
- Form 521a
+ Fixed Script for Beneficiaries which was bringing in only a single beneficiary.
- Firm Preferences
+ Can now define a preference for the signature block reference to phone, fax and email.
- File Dialog
+ Purges unauthorized characters in File/Folder name.
- Assembly in Blank Now Supported for:
+ DMV Form 151.
+ Form C2 - Forward Final Distribution to Distributees.
+ Form C3 - Letter Forwarding Payment of Claim.
- Form 220 - Application for Informal Probate.
+ Revised text of paragraph describing testamentary documents to eliminate extra spacing.
- Firm Preference for Court Orders to Include name of attorney submitting request for order now applied to the following forms:
+ 01.103 Order Setting Date for Hearing and Notice (Form 106)
+ 01.105 Order for Hearing and Change of Notice (Form 108)
+ 02.101 Order Setting Date for Hearing and Notice (Form 106)
+ 02.102 Order Admitting Will to Formal Probate (Form 201)
+ 02.201 Order Setting Date for Hearing and Notice (Form 106)
+ 02.202 Order of Intestacy (Form 211)
+ 02.502 Order Setting Date for Hearing and for Notice (Form 108)
+ 02.503 Order Appointing Special Admin - Formal Proceeding (Form 241)
+ 02.602 Order for Supervised Administration - Formal Proceedings (Form 251)
+ 02.604 Order for Determining Testacy (Form 253)
+ 03.502 Order Authorizing Sale of Real Property (Form 341)
+ 03.510 Order Setting Hearing (Form 106)
+ 03.701 Order for Selection of Homestead Allowance (Form 361)
+ 04.201 Order for Complete Settlement After Informal Testate (Form 401)
+ 04.203 Order for Complete Settlement After Informal Intestate (Form 403)
+ 04.205 Formal Order for Complete Settlement After Formal Testate Proceeding (Form 405)
+ 04.207 Order for Complete Settlement After Formal Intestate (Form 407)
+ 04.208 Order Setting Hearing (Form 106)
+ 05.103 Order Allowing Payment of Tentative Inheritance Tax (Form 511)
+ 05.105 Order Releasing Tax Liens (Form 513)
+ 05.107 Order Determining and Assessing Inheritance Tax (Form 521a)
+ 05.108 Order Determining No Inheritance Tax Due, Voluntary Appearance, Waiver of Notice (Form 521b)
+ 05.113 Order Appointing Acting County Attorney (Form 530)
+ 07.102 Order Continuing Hearing on Petition for Formal Probate of Will - Appeals (Form 1002)
Monday, September 25, 2006
PSV Manual - First Chapters
The first chapters of the forthcoming Probate System Manual are ready. We are planning on having a full release by the time of the annual meeting of the Nebraska State Bar Association. In fact, we will be teaching a 3 hour session on the system, and answering all your questions. We hope to see you there.
Chapter 1. PSV Basics
Chapter 2. Unit Manager
Tuesday, July 25, 2006
Quick Fix - Nebraska Inheritance Tax Worksheet and Schedules
A few users have reported issues with the Nebraska Inheritance Tax Worksheet. We have been able to identify the cause of those issues and resolve them in a Quick Fix. This is NOT a complete build, but rather contains JUST the Worksheet and related files. In addition, we now have a Word File which contains backup schedules for the Estate Valuation section of the worksheet. In the future we will be adding more details on other line items in the Worksheet.
NEBAR - Probate System - QUICK FIX - RIGHT CLICK TO SAVE
NOTE: It has come to our attention that many of you are NOT updating your Probate Systems. The update process involves (1) downloading the updates and running then, and (2) Going into the ADMINISTRATION -> UPDATE UTILITY and choosing “1. Update Application”.
Wednesday, July 19, 2006
Quick Fix for Probate System
Quick fix for Informal Testacy and Inheritance Tax Worksheet
We have had error messages in the last build on two key forms. The fix below is a quick fix (that assumes you have applied the July 7 update) that solves the problem.
NEBAR - Probate System - QUICK FIX - RIGHT CLICK TO SAVE
NOTE: It has come to our attention that many of you are NOT updating your Probate Systems. The update process involves (1) downloading the updates and running then, and (2) Going into the ADMINISTRATION -> UPDATE UTILITY and choosing “1. Update Application”.
Friday, July 07, 2006
Mandatory Update - July 7 (Independence Day Special)
Well ... it is worth the wait!
We have a brand new update with tons of MORE of items that YOU REQUESTED. Most important, the system now allows the appointment of Multiple Personal Representatives. We have been listening. First, how to get the update ... and then the details.
Please find instructions for the latest UPDATE. The following are MANDATORY UPDATES.
NEBAR - Automated Forms - RIGHT CLICK TO SAVE
NEBAR - Common - RIGHT CLICK TO SAVE
NEBAR - Probate System - RIGHT CLICK TO SAVE
NOTE: It has come to our attention that many of you are NOT updating your Probate Systems. The update process involves (1) downloading the updates and running then, and (2) Going into the ADMINISTRATION -> UPDATE UTILITY and choosing “1. Update Application”.
NEW FEATURES:
- Update Utility
- Update Application now automatically updates NEBAR - Common application. - Notary Insert
- Changed language to conform to Nebraska Statute
- Correspondence
- New Correspondence, courtesy of Christina Ball of Baylor Law
- Letter of Transmittal to Court
- Letter of Transmittal to Personal Representatives
- Financial Authorization
- EIN Application Authorization.
- Master Letter Wizard: Support creation of correspondence from the Firm, Personal Representative, Special Administrators and Others ... to Interested Parties, Selected Firm Contacts, Personal Representative, Special Administrator and others.
- Support for Multiple Personal Representatives (and an applicant other than the nomominated Personal Representative has been added to the Following Forms:
- 02.100 Petition for Formal Probate (Form 200)
- 02.200 Petition for Formal Adjudication of Intestacy (Form 210)
- 02.300 Application for Informal Probate of Will (Form 220)
- 02.400 Application for Informal Appointment of Personal Repr in Intestacy (Form 230)
- Support for Multiple Personal Representatives added to the following forms:
- 01.200 Renunciation of Appointment & Nomination of Personal Repr (Form 130)
- 01.201 Waiver of Bond (Form 135)
- 02.102 Order Admitting Will to Formal Probate (Form 201)
- 02.103 Notice of Hearing on Probate and Appointment of Personal Repr (Form 202)
- 02.202 Order of Intestacy (Form 211)
- 02.203 Notce of Hearing on Administration (Form 212)
- 02.301 Registrar Statement of Informal Probate (Form 221)
- 02.302 Notice of Informal Probate with Notice to Creditors (Form 223)
- 02.303 Notice of Informal Probate without Notice to Creditors (Form 224)
- 02.401 Registrar Statement of Informal Appointment of Personal Repr in Intestacy (Form 231)
- 02.402 Notice of Informal Administration of Personal Repr with Notice to Creditors (Form 233)
- 02.404 Notice of Informal Appointment of Personal Repr without Notice to Creditors (Form 234)
- 03.101 Acceptance of Appointment (Form 300)
- 03.102 Appointment of Resident Agent (Form 301)
- 03.103 Demand for Bond (Form 301b)
- 03.104 Bond of Personal Repr (Form 302).
- 03.105 Letters of Personal Repr (Form 303)
- 03.106 Waiver of Personal Repr Fee (Form 307)
- 03.200 Notice of Formal Appointment of Personal Repr and Notice to Creditors (Form 310)
- 03.201 Notice of Formal Appointment of Personal Repr (Form 311)
- 03.700 Petition to Allow Personal Repr to Select Homestead Allowance (Form 360)
- 03.701 Order for Selection of Homestead Allowance (Form 361)
- 03.702 Notice of Determination of Homestead Allowance (Form 362)
- 03.703 Notice of Determination of Family Allowance (Form 363)
- 03.704 Deed of Distribution by Personal Repr (Form 370)
- 03.705 Instrument of Distribution of Personal Property by Personal Repr - Testate Estate (Form 372)
- 05.104 Application to Release Tax Liens (Form 512)
- 07.101 Objection to Petition for Formal Probate of Will - Appeals (Form 1001)
- Inclusion of Name AND Address of Personal Representatives
- 02.103 Notice of Hearing on Probate and Appointment of Personal Repr (Form 202)
- 02.203 Notce of Hearing on Administration (Form 212)
- 02.302 Notice of Informal Probate with Notice to Creditors (Form 223)
- 02.404 Notice of Informal Appointment of Personal Repr without Notice to Creditors (Form 234)
- Applications and Petitions now support inclusion of an Alias for Heirs and other Interested Parties.
- 02.100 Petition for Formal Probate (Form 200)
- 02.102 Order Admitting Will to Formal Probate (Form 201)
- 02.202 Order of Intestacy (Form 211)
- MIL -> Court -> Publication/Newspapers
- Added central place to select the Publication for the File and enter the First Publication Date.
- Firm Preferences
- Added option to include Date of Death of Decedent
- Date of Death now added in caption (8 pt. font)
- Add option to using Default Letterhead, Custom Electronic Letterhead, or Printed Letterhead
- Signature Block
- Fixed the signature block if printing form in Blank
- Made Bar ID Optional so does not appear unless a Bar I.D. is provided/
- 01.106 Affidavit of Mailing Notice (Form 109)
- Added choice for action to be brought by: Personal Representative(s), Special Administrator, an Interested Party or a Creditor (from the Contact Manager)
- Added choice of Publication (from Contact Manager)
- Applied Grammar Server to handle action by multiple personal representatives.
- 02.301 Registrar Statement of Informal Probate (Form 221)
- Fixed the form to bring in the Will Date
- 04.400 Schedule of Distribution (Form 422)
- Support for Blanks
- Includes Name and Address of Distributee
- 04.302 Closing Receipt - Informal (Form 414)
- Now Works in blank or if no distributees are designated
- 05.104 Application to Release Tax Liens (Form 512)
- Incorporated a SelectedAsset function
- Modified unanswered variable functions to handle failure to select a particular property.
- 07.104 Petition to Enforce Claim Against Estate (Form 1004)
- Fixed the caption to include name of plaintiff and estate of decedent
- Nebraska Inheritance Tax Worksheet
- Expansion of MIL dialog on Allowances and Deductions to include allowances and deductions currently on the worksheet
- Automatic calculation of all Schedules, including Schedule K Encumbrances.
- Fixed caption to include County (thank you John Heitz)
- Formatting of Class cells fixed (thank you Kristin Evert)
Tuesday, June 27, 2006
New Improved Reporting Tools
We have added some major reporting tools so that you can now SEE what is in your files, whether they be the assets lists, the interested parties list, the firm-wide contact manager or the testamentary document abstracts. Slice and dice and full detail. Reports are sorted by categories (at the summary level) or contain a complete listing on separate pages. Now more intuitive, better looking and complete. All you need to do is get the latest update ... for free. It is all included in your ongoing support that comes as a member of NEBAR - Automated Forms.
To get the lastest build - see the updates link GET UPDATES and SEE LIST OF FEATURES
Monday, June 26, 2006
Mandatory Update - June 26
Well ... it is worth the wait!
We have a brand new update with tons of items that YOU REQUESTED. We have been listening. First, how to get the update ... and then the details.
Please find instructions for the latest UPDATE. The following are MANDATORY UPDATES.
NEBAR - Automated Forms - RIGHT CLICK TO SAVE
NEBAR - Common - RIGHT CLICK TO SAVE
NEBAR - Probate System - RIGHT CLICK TO SAVE
NOTE: It has come to our attention that many of you are NOT updating your Probate Systems. The update process involves (1) downloading the updates and running then, and (2) Going into the ADMINISTRATION -> UPDATE UTILITY and choosing “1. Update Application”.
NEW FEATURES:
- Update Utility
- Mandatory to apply after new build is installed to ensure that older answer files are current with changes in templates and scripts. - Shared Meter now operational
- Now the Unit manager can transfer Files to a Shared Meter so that others in the office can open new Estate Files.
- Includes a LogFile to track who is purchasing files, and when new files are purchased. - Form 230 - LongForm Inventory
- Added Schedule I Annuities
- Added Schedule Totals and Numbered list of inventory items.
- Added optional itemization of assets and asset detail - Form 231 - ShortForm Inventory
- Added Schedule I Annuities
- Added Schedule Totals and Numbered list of inventory items.
- Added Schedule K details and totals.
- Added optional itemization of assets and asset detail - Testamentary Documents Abstract
- Added new categories, including multiple types of gifts and appointments
- Fixed abstract report by Affected Person
- Add abstract report by Document - MIL -> Court Dialog
- Judge Selection automatic now on-exit of field
- Newspaper lookup to Firm Contact Manager - Contact Manager
- New section under Administration
- Master Phone List, including archived contacts
- Contact List (by Category)
- Complete Contact Detail Report on all active contacts
- Includes Newspaper category
- Lookups to contact list now bring in the corporate name of entities. - Interested Parties List and Reports
- New cleaner look, with Party ID now on top
- Complete reporting on Interested Parties now available through a Contact List report
- Comprehensive Contact Detail Report shows all data entered on Interested Parties - Assets List
- Completely rebuilt reports
- NEW Asset - Full Detail Report
- Revised assets reports by Type and Schedule
- NEW Stock Assets Report
- NEW Real Propety Assets Report
- Rebuilt Distribution Table Report
- Rebuilt Liquidation Table Report
- Rebuild Assets Status Report - Nebraska Inheritance Tax Worksheet
- Corrected Caption
- Added Page Break Preview with fixed pages
- Added backup schedules for Worksheet