What support can help with
Support can help with:
- using Estate Suite features
- account and technical issues
- process guidance inside the product
Support cannot replace legal or tax advice for disputed or complex legal interpretation.
Fast escalation checklist
- Include estate ID, page/section, and a one-line issue summary.
- Add exact error text or screenshot if technical.
- Include key dates (for example tax and probate deadlines).
- State business impact (what is blocked right now).
- Record support advice and your next action in the workspace notes/tasks.
Risk flags that need early professional advice
- possible insolvent estate
- family dispute or expected claim
- uncertainty about payment priority or distribution timing
- cross-border tax or domicile complexity
Using Estate Suite for clean handoff
- Keep related evidence in Documents.
- Link issue threads in Correspondence where relevant.
- Track follow-ups in Tasks with explicit due dates.
FAQ
What makes a support request actionable?
Clear estate ID, exact issue, where it happened, and what deadline or workflow is blocked.
When should I go outside platform support?
If the issue is legal interpretation, dispute strategy, or advanced tax judgment, involve a qualified professional.