This page helps the family capture the basic estate details, confirm whether there is a will, identify the executor or next of kin, and prepare the documents needed before lodgement.
Start with the core family and estate details before moving to the reporting forms.
Show the forms the user must complete or allow the platform to help fill them in from the user’s answers.
Help the user identify the correct reporting path before they lodge.
The user should be able to ask what to do next at the reporting stage.
The reporting pack should include the death certificate, death notice, family details, IDs, and any will or codicils.
The page should branch based on whether there is a will and the route the Master requires.
Mark the reporting stage as partly complete and move to the lodge pack as soon as the remaining items are ready.
The workflow should move to the covering letter and lodgement stage, then to the Master’s appointment outcome.