Submit a Client Passed Away Request
Before proceeding with any requests to settle the estate, it is important to confirm that the client has passed away.
How to submit this Request:
First, find the client's CRM Contact Record page by searching contact name in the search bar.
From the client's contact record, start by navigating into the Servicing (Service Request) tab, which is found in the middle panel of the contact record. Select Account Administration.
From there, you can select Special handling and proceed to specify the details of the request via the right sidebar pop-up.
Step 1.
- Select Client Passed Away.
Step 2.
- Type in the Date of Death.
Step 3.
- Click Submit. You can now track your ticket.