Distribute the estate and close the file.
This final estates page helps the user move from an approved L&D account to payment of creditors, transfer of assets, beneficiary distribution, and file closure.
This final estates page helps the user move from an approved L&D account to payment of creditors, transfer of assets, beneficiary distribution, and file closure.
Use the approved L&D account to distribute the estate according to the will or the law.
Show the last steps the executor must finish before the matter is archived.
The estate should stay open until all practical steps are complete and the file can be closed safely.
Give the user a plain-language wrap-up of the whole estate journey.
The user should be able to ask practical final-stage questions directly from this page.
Only after distribution is complete and there are no remaining objections or unresolved tasks.
Keep the file open and show the unpaid claim until it is resolved.
The matter should stay active until the queries are answered and the file is properly finalised.
The page should only allow archiving when the closure checklist is complete.