This page helps the user draft the covering letter, confirm attachments, keep a stamped copy for proof of application, and move the file toward the letter of executorship or authority.
Tell the user what to write, what to attach, and how to keep a stamped copy for proof of lodgement.
Keep the required reporting pack visible before the user lodges.
The engine should help the user choose the correct appointment route.
The page should show whether the file has actually been lodged and what still needs to happen after lodgement.
After lodgement, the file should branch into the appointment outcome and then the administration stage.
The user should be able to ask lodgement questions directly from this page.
It should state what is being applied for, what is attached, and who the deceased and applicant are.
The stamped copy is proof that the file was lodged with the Master’s Office.
The file should stay marked incomplete until the missing items are added and resubmitted.
The correct route depends on the will, the estate structure, and the appointment path chosen by the Master.