Monday, May 22, 2006
Mandatory Update - Week of May 22
NEW FEATURES:
- Nebraska Inheritance Worksheet - Now restyled. Brings in Spouse, and Beneficiaries, including name, relationship and taxable class
- Form 230 - Scripting Errors repaired
- Errors in Document Tree - Removed extraneous files from earlier builds
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”.
Tuesday, May 09, 2006
Mandatory Update - Week of May 9
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”. There is now a third optional step with this update of running a Cleanup Wizard.
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
INSTRUCTIONS
For FIREFOX USERS:
- For each of the items above, right click and choose SAVE LINK AS....
- Enter the Login/Password supplied in the notification email (call 914-827-9173 if you don’t have it).
- Then save the file to your C:\NEBar\Installs folder or your designated Installs folder.
- After it is saved, then Double-Click on the file to run the installation update wizard.
For INTERNET EXPLORER:
- For each of the items above, right click and choose SAVE TARGET AS.
- Enter the Login/Password supplied in the notification email (call 914-827-9173 if you don’t have it).
- Then save the file to your C:\NEBar\Installs folder or your designated Installs folder.
- After it is saved, then Double-Click on the file to run the installation update wizard.
NEW FEATURES: The main thrust of the current update is changes to and tools for managing updates and reporting. These tools are found in the ADMINISTRATION folder.
1. Reports and Licensing
- License Administrator - Use this to apply purchase code for newly purchased files to your meter, and to transfer units to a shared meter to allow others to open files.
- Units Left - A report on the total of shared and local units currently available
- LogFile Report - The system now tracks each time you apply a purchase code for new meters or use your existing units by purchasing a file.
- Opened Fiels Report - List of all files created on the system, including creation date and staffing on the file
- Display LogFile - Quick display of the log of your system meter.
- Current Version - Shows the version of all included applications
- Probate System Version - Shows current version of the probate forms
4. Update Utility
- Update Entire Application - This MUST BE RUN every time you apply an update. It will take a while, so plan to do it early in the day or at the end of the day.
- Update Selected Estate File - Use this as the first cure for errors to make sure that your answer sets are current
Wednesday, May 03, 2006
Open Probate Forum for Members launched
One of the services offered by NSBA and Basha Systems is an OPEN FORUM for members of the Probate and Real Property Section to discuss issues of interest to Section Members. We have added as a Member Service to purchases of PROBATE SYSTEM V access to this forum to POST and REPLY TO posts by other members in the area of Probate, Estate Administration and Guardianship.
We invite you 
all to participate.—ENTER THE FORUM 
WEEKLY WEB DEMO
Please join us, every week on Monday at NOON for our weekly WEB-DEMO of NEBAR - PROBATE SYSTEM. Whether you want to know what we are up to, want a refresher, or want to bring new staff members up to speed. Bring your questions, and a bag lunch.
CONNECT TO MEETING
Conference Call: Dial (641) 985-1010, access code 902-587-435
Workstation Installation Guide
We have now put together a Workstation Installation Guide. As you know, Basha Systems will install the templates on the network and configure an intial probate administrator workstation. We have prepared an installation guide that covers how to set up additional computers so that they can access the templates.
Under the NEBAR AUTOMATED FORMS license you can put GhostFill End User on as many workstations as you like, at no additional charge. Your charges only occur when you open a new file.
Please download the following manual to a place on your desktop or network and follow the instructions therein:
Workstation Installation Guide - CLICK TO DOWNLOAD
If a message box appears, enter the standard Login and Password for Nebraska Downloads supplied in the notification email.
Tuesday, May 02, 2006
Mandatory Update - License Reports and Update Utility
We have been busy putting in your suggestions and getting the Shared License Meter and LogFile implemented. We are now ready to allow users to Open Files from any machine on the network via a Shared License Meter. In addition, we have implemented logfiles and reports that will track each file you open, the date it is opened, and the person opening the file. These items will be found on the Administration section of the application.
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
INSTRUCTIONS
For FIREFOX USERS:
- For each of the items above, right click and choose SAVE LINK AS....
- Enter the Login/Password supplied in the notification email (call 914-827-9173 if you don’t have it).
- Then save the file to your C:\NEBar\Installs folder or your designated Installs folder.
- After it is saved, then Double-Click on the file to run the installation update wizard.
For INTERNET EXPLORER:
- For each of the items above, right click and choose SAVE TARGET AS.
- Enter the Login/Password supplied in the notification email (call 914-827-9173 if you don’t have it).
- Then save the file to your C:\NEBar\Installs folder or your designated Installs folder.
- After it is saved, then Double-Click on the file to run the installation update wizard.
As always, contact us if you have any questions.
Thursday, April 27, 2006
First Round of Updates to Probate System V
We have been extremely busy making changes and updates based on the immensely helpful feedback you have been giving us. For those who have current installations or are part of the beta program, it is of critical importance that you download these files, save to the NEBAR\Installs folder and then run each of them separately.
http://www.bashasys.com/nsba/downloads/060427/NEBAR_Probate_System_06.04.27.gfa
http://www.bashasys.com/nsba/downloads/060427/NEBAR_Common_06.04.27.gfa
http://www.bashasys.com/nsba/downloads/060427/NEBAR_Automated_Forms_06.04.27.gfa
UPDATE THROUGH APRIL 27, 2006
Contact Manager
- Find Function now enables
- Newspaper publications added
- Support for CUSTOM ENTRY option on lists that refer to Contact Manager.
File Dialog and File Manager
- New, more intuitive scripting
- Clearer instructions on File Purchase
- Corrected Scripting Error in File Manager.
Firm, Office, Staff and Attorney Manager
- Added new Titles for Attorneys and Staff
- Updated the Mask for Telephone and Fax
- Added Office, Attorney and Staff Previews
Assets Table
- Support for Co-Tenants extended to all asset types
- Support for Joint Tenancy of property including selection of Joint Tenant
- Bond and Stock Price Calculations
- Support for Legal Title property description
- Automatic Calculation of Value at Death for itemized property
- Support for Annuities on Schedule I
- Support for Mortgages/Notes/Receivables held for the benefit of the Estate
Manual
- All Outlines converted to standard PDF
- All Form specific outlines converted to standard PDF
Document Profiles and Abstracts
- Support for documents filed with County Court
- Abstract categories now include full range of Gifts and Appointments
Interested Parties
- New more intuitive dialog scripting
- Reduced list of Roles
- Added fields for Alternate Phone, Cell Phone, Extension
- Add link to Master Contact List for counsel
Master Information List
- Correction of dialog scripting errors
- New links to both the Interested Party table and the Master Contacts list.
- Support for CUSTOM entry of Name and Address on most lists.
- Addition of a Final MIL Completion dialog
- Court dialog includes list of all Judges and Magistrates in Nebraska, along with telephone, fax number and address of chambers.
- Court dialog includes support for appointment of Foreign Domiciliary Personal Representative
- Deposit Box dialog now includes support for Safety Deposit Box Number
- Unsecured Debts dialog now includes support for pulling Creditors from Master Contacts list.
- Decedent dialog now includes support for multiple Ex-Spouses
- Funeral Expense and Unpaid Medical Expense dialogs now include support for pulling creditors from Master Contacts list.
- Insurance Policy dialog now include support for policies taken out by others on the life of the Decedent
- Transfers Before Death dialog now includes support for pulling beneficiaries from the Interested Parties list
- Addition of a Deductions dialog for tracking administrative expenses and nonprobate property expenses
Administration
- Addition of an Update Utility
- File errors that are a result of updates can be eliminated by running the appropriate update utility to (1) Update Entire Application or (2) Update Selected Estate File, or (3) Update Selected Main Lists.
PRIORITY CHANGES for the NEXT RELEASE
- Changes to the Assets list, Documents list and Master Information list, will be included in updated File Reports and Schedules
- Addition of an Interested Parties report on all interested parties to include a short Phone/Email list and a full detailed report
- Revisions to Inheritance Tax Worksheet to support auto-listing of Beneficiaries
Wednesday, April 19, 2006
First Orders Fullfilled - Weekly Demos
The rollout of Probate System V has begun. We are doing one to two installations a day. Please call Rose at (914) 827-9173 to place an order and schedule an appointment or place an order through the website.
Ongoing Testing and Updates
We are continuing our testing of Probate System V during the first quarter as we begin the rollout of NEBAR - Probate System. The product consists of a licensing module (NEBAR - Automated Forms) a common or administrative module (NEBAR - Common) and the Probate System V (NEBAR - Probate System). We have begun work on a Guardianship and Conversatorship module (NEBAR - Guardian System) which we are planning to release at the beginning of the Summer, to be following by a Trust Administration module (NEBAR - Trust System) to be released in the Fall, 2006.
Weekly Web Demo
If you are interested in finding out more about the NEBAR - Automated Forms systems, please attend our regularly scheduled web demo. It lasts only an hour. It is a live demonstration conducted by one of our developers, held weekly on Monday at Noon, Central Time. To connect to the meeting, click on the following link: Probate System V - Web demo. Then call into (641) 985-1010 and enter the Meeting ID: 902-587-435.
Free Training
Starting in May, we will also be scheduling a Weekly Training Course that will last 60-90 minutes. We are planning to have the course begin at 1:30 Central Time. The course will cover, license administration, opening a file, managing contacts, and completing the Master Information List, and assembling forms. Probate System V - Web Training. Then call into (641) 985-1010 and enter the Meeting ID: 262-209-712.
Friday, March 10, 2006
NSBA and Basha Launch Probate System V
Basha Systems and the Nebraska State Bar Association, today, launched Probate System V at the NSBA Estate Planning Conference. Orders are being taken. Appointments will be made within the next few weeks to install the software directly on attorney desktops. Kathryn Bellman and Sam Clinch of NSBA are enthusiatic about this launch. It will put Nebraska on the cutting edge of document automation, with the most advanced Probate Form generation system available on the market for any state.
Wednesday, March 08, 2006
Inventory And Receipts Now Operation
The system tracks a comprehensive inventory of assets. Assets many then be “distributed” or “liquidated” right on the asset dialog. When it comes time to prepare the receipts and filings, you have the option to select an individual recipient or multiple recipients. In addition, if you choose not to enter the assets or distribute them from the Assets table, you can enter them directly on the Form Dialog.