The Post-Appointment Package — Intestate is used to generate probate documents needed after the Administrator has been appointed in a Washington intestate probate case. This package helps you prepare the documents used during the administration phase of probate, including required notices, client letters, inventory documents, and other related pleadings.
Locate the Post-Appointment Package
To begin drafting:
- Go to Library.
- Select the Washington Probate product.
- Click Intestate Probate Document Packages.
- Select Post-Appointment Package.
Loading Prior Answers or Entering Case Information
If you previously prepared the Intestate Opening Package for this matter, you can save time by clicking Load Answers and selecting the answer file from that interview. Doing so will automatically populate the following tabs:
- Client / Administrator Information
- Decedent Information
- Decedent Spouse Information
- Children and Grandchildren
- Other Parties
- Assigned Roles
You can also use this package even if the opening pleadings were drafted elsewhere or before using Agile Estate Planning. In that situation, simply complete the interview from the beginning and enter the relevant case information. Once the initial tabs are completed, the remaining sections of the interview will focus on details specific to the post-appointment stage of the probate.
Complete the Drafting Interview
The drafting interview is organized into tabs on the left-hand side of the screen. Work through each section carefully.
Client Information
Enter the personal and contact information for your client — the appointed Administrator. Select whether the client is a person or an entity, then complete the contact details, salutation for letters, and mailing address. For more detail on completing this tab, see this article.
Decedent Information
Enter relevant information about the decedent, which will dictate the structure of the post-appointment documents. For additional details about this tab, see this article.
Decedent Spouse Information
This tab will appear if the decedent was married at death and the spouse is not the Administrator-client. See this article for additional details.
Children and Grandchildren
Enter information about the decedent's living children or deceased children who left living descendants. See the Children and Grandchildren Tab article for detailed guidance.
Other Parties
Enter all remaining interested and necessary parties to the probate matter other than the spouse, children, and grandchildren. See the Other Parties Tab article for further details.
Assign Roles to Parties
Assign one or more matter-specific roles to each party entered in the system. Every party with an interest in the estate must be assigned at least one role. If roles are not assigned properly, key parts of the probate documents will be incorrect or may fail due process requirements. Learn more about how to properly complete this critical tab in this article.
Case Details
Controls case caption information, venue, and specific options available in the Post-Appointment Package. Review and complete all fields on this tab every time.
Firm Details
Select the responsible attorney and, if applicable, the notary for this matter. This information populates signature blocks, attorney declarations, bar number references, and contact information throughout the documents.
Document Selection
In this package, you will choose the documents you want to prepare on the Document Selection tab before completing the remaining interview questions. This tab displays all documents available in the Post-Appointment Package, grouped by category. You may return to the Document Selection tab at any time to add or remove documents as needed.
The interview will adjust automatically based on your selections. Once you select a document, additional interview tabs will appear that gather the information needed to create that document.
For more information about the various client letters available, see the client letters article.
For guidance on preparing an inventory and appraisement, see this article.
Assemble Your Documents
Once you have selected your documents, proceed to Assemble Documents to generate the final documents. For detailed instructions, see this article.