Re: Probate / Will Entries

Mike Tate

There are several techniques that can be used in this context.


For Probate, use a labelled Note field or on the All tab define its Type Descriptor as say Admon.

That allows the global Sentence and Fact Summary Templates to change the fact details.

See the Knowledge Base Recording a Civil Partnership for an example:

See under Fact Label and Fact Type Descriptor.


The same labelled Note field method can be used to record such as estate value.

See Knowledge Base Narrative Report Fact Sentence Templates for an example:

See under Custom Fact Fields.


Mike Tate



From: <> On Behalf Of Adrian Bruce
Sent: 25 December 2020 14:16
To: Family Historian mailing list <>
Subject: Re: [family-historian] Probate / Will Entries



On Fri, Dec 25, 2020, 13:09 John Hanson <john.hanson@...> wrote:

Letters of Administration really should be a separate entity as it is a different process

The wording needed for the two are totally different and much easier to have two different events

Except don't forget that there is a third option - Letters of Administration with Will attached - usually when the nominated Executors cannot do the job, or decline to do so. And to confuse matters even more, the grant of probate to me refers to powers to "Administer" the estate! 


You are perfectly correct that it is tricky to get a form of words in a narrative report, so I might bottle out by adding, "This Probate was actually an Admon" in the Note. Or even replace the constructed narrative sentence by the suitably expanded Note.


I have yet to work out a way of easily setting it out so that you can include the value of the estate which of course is not included in the very latest probate cases

I use a separate Fact for the estate value, precisely because of those difficulties.


Back to the Christmas Pud!




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