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Navigation: BEQUESTS

Write Next of Kin Letters

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In-Memoriam under the Contact modules holds information about Next of Kin and any payments made against the Estate.

1.Click on In-Memoriam under the Contact modules.

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2.Locate the Estate for which you are writing letters.

3.Click Write and select to Write First Time Next of Kin Letters.

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4.Enter a Start Date and End Date.

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5.Select the template.

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A letter is generated to the next of kin informing them of any donations.

6.Print and Log this letter back to thankQ.

These mailings can be found under the In-Mem Mailings of the In_Memoriam Source.

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