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Commonly Used Custom Fields for Estate Planning Law

Objective:

  • Custom Fields often created for additional information in Estate cases

Environment:

  • Clio Manage

Additional Information:

If there are any Custom Fields that are missing from this list that you think would be helpful to add for other attorneys, please contact support@clio.com and we can update the list. 

Answer:

Case Number Text (One-Line)
Used to track the case number assigned by the court to the matter. These are usually a mix of alphanumeric characters. Ex. 2:14-cv-02643
Social Security Number Text (One-Line)
Federal identification number. Text (One-Line) is most often used as SSNs are written in this format: XXX-XXX-XXXX.
Date of Birth Date Client's date of birth.
Date of Death Date Client's date of decease.
Employer Text (One-Line) Client's employer.
Position Text (One-line) Client's job title.
Communication Preference Picklist
Note on how to contact the client. Suggestions: Home Phone, Mobile Phone, Work Phone, Email.
Referral Source Contact Select
Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
Property Description Text (One-line)
Brief description of client's property.
Property Address Text (Multi-Line)
Address of property.
Property Owner Contact Select
Hyperlink to the Contact card for the chosen contact that is the property owner.
Property Market Value Currency
Current market value of property
Life Insurance Type Picklist
Picklist options: Term, Whole Life, Split Dollar, Group Life, Annuity
Life Insurance Policy Owner Contact Select Hyperlink to the Contact card for the chosen contact that is the life insurance policy owner.
Life Insurance Beneficiaries Text (Multi-Line) List of all beneficiaries on life insurance plan.
Life Insurance Total Value Currency Total value of life insurance plan.
Guardian for Minor's Name Contact Select Hyperlink to the Contact card for the chosen contact that is the guardian for the minor.
Guardian Relationship Text (One-Line) Description of the relationship of the guardian to the client.
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