Adding wills to project.


WILSON DICKS
 

What is the preferred method to add a will to a project?

Wilson


Jenny Cochrane
 

Hi Wilson,

There is a standard FACT for a will. I would use this and then ideally add a scanned copy of the will as a media file either to the fact via the "add media" function or added as media to a source record.

I would then use the witness function to add executors / beneficiaries etc.which often links to other related individuals in the project

If the will is difficult to read or has items of particular interest, I might either use the note function or attach a word document if the commentary/transcription is lengthy. 

Jenny


Mike Tate
 

The simple answer is to use the standard Will event with a Citation of a Source record for the Will document with Text From Source transcript &/or Media tab image.

 

It gets a bit more complex if you want to link to Witnesses and Executors and Beneficiaries of the Will.

 

 

From: family-historian@groups.io <family-historian@groups.io> On Behalf Of WILSON DICKS
Sent: 08 June 2020 14:24
To: family-historian@groups.io
Subject: [family-historian] Adding wills to project.

 

What is the preferred method to add a will to a project?

 

Wilson

 


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WILSON DICKS
 

Thank you so much for your quick response Mr Tate. 
Wilson


On 06/08/20 11:13 AM, "Mike Tate" <post@...> wrote:

The simple answer is to use the standard Will event with a Citation of a Source record for the Will document with Text From Source transcript &/or Media tab image.

 

It gets a bit more complex if you want to link to Witnesses and Executors and Beneficiaries of the Will.

 

 

From: family-historian@groups.io <family-historian@groups.io> On Behalf Of WILSON DICKS
Sent: 08 June 2020 14:24
To: family-historian@groups.io
Subject: [family-historian] Adding wills to project.

 

What is the preferred method to add a will to a project?

 

Wilson

 


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WILSON DICKS
 

Thank you.
Wilson


On 06/08/20 11:13 AM, "Jenny Cochrane via groups.io" <cochranejenny@...> wrote:

Hi Wilson,

There is a standard FACT for a will. I would use this and then ideally add a scanned copy of the will as a media file either to the fact via the "add media" function or added as media to a source record.

I would then use the witness function to add executors / beneficiaries etc.which often links to other related individuals in the project

If the will is difficult to read or has items of particular interest, I might either use the note function or attach a word document if the commentary/transcription is lengthy. 

Jenny


Chris King
 

There are normally two important dates in regards to wills: the date it was written, and the date of probate. The two often follow each other in quick succession as people presumably only felt it necessary to make a will when they were facing their mortality (...”sick of body but of sound mind and memory”...), but not always. So which should you record in the Will event?

 

Some wills evolve during the testator’s lifetime, being either amended by codicils, or superseded by a whole new will. These events are interesting in themselves for the information they contain, showing the testator’s changes of mind, perhaps excluding some bequests (and people), or making new ones.

 

So I record the will creation date, the codicil creation date and the date of probate in separate Fact Types, citing the same or different documents accordingly. I guess that makes be a splitter!

 

Regards,

Chris

 

From: Mike Tate
Sent: 08 June 2020 14:43
To: family-historian@groups.io
Subject: Re: [family-historian] Adding wills to project.

 

The simple answer is to use the standard Will event with a Citation of a Source record for the Will document with Text From Source transcript &/or Media tab image.

 

It gets a bit more complex if you want to link to Witnesses and Executors and Beneficiaries of the Will.

 

 

From: family-historian@groups.io <family-historian@groups.io> On Behalf Of WILSON DICKS
Sent: 08 June 2020 14:24
To: family-historian@groups.io
Subject: [family-historian] Adding wills to project.

 

What is the preferred method to add a will to a project?

 

Wilson

 

 

Virus-free. www.avast.com

 


Lorna Craig
 

Just to add that there is a separate (standard) Probate fact which you can use to record the date probate was granted.  There you can use the Note field to record which of the executors received the grant (one or more of the executors may already have died) and what was the value of the estate.

Lorna

On 08/06/2020 15:10, Chris King wrote:

There are normally two important dates in regards to wills: the date it was written, and the date of probate. The two often follow each other in quick succession as people presumably only felt it necessary to make a will when they were facing their mortality (...”sick of body but of sound mind and memory”...), but not always. So which should you record in the Will event?

 

Some wills evolve during the testator’s lifetime, being either amended by codicils, or superseded by a whole new will. These events are interesting in themselves for the information they contain, showing the testator’s changes of mind, perhaps excluding some bequests (and people), or making new ones.

 

So I record the will creation date, the codicil creation date and the date of probate in separate Fact Types, citing the same or different documents accordingly. I guess that makes be a splitter!

 

Regards,

Chris

 

From: Mike Tate
Sent: 08 June 2020 14:43
To: family-historian@groups.io
Subject: Re: [family-historian] Adding wills to project.

 

The simple answer is to use the standard Will event with a Citation of a Source record for the Will document with Text From Source transcript &/or Media tab image.

 

It gets a bit more complex if you want to link to Witnesses and Executors and Beneficiaries of the Will.

 

 

From: family-historian@groups.io <family-historian@groups.io> On Behalf Of WILSON DICKS
Sent: 08 June 2020 14:24
To: family-historian@groups.io
Subject: [family-historian] Adding wills to project.

 

What is the preferred method to add a will to a project?

 

Wilson

 

 



Mike Tate
 

I suggest that a separate Will event with Date & Place, etc, is created for each new Will or Codicil source document with the necessary Citation(s).

 

A standard Probate event should be used for the Probate Date & Place, etc, with a suitable Source document.

 

From: family-historian@groups.io <family-historian@groups.io> On Behalf Of Chris King
Sent: 08 June 2020 15:10
To: family-historian@groups.io
Subject: Re: [family-historian] Adding wills to project.

 

There are normally two important dates in regards to wills: the date it was written, and the date of probate. The two often follow each other in quick succession as people presumably only felt it necessary to make a will when they were facing their mortality (...”sick of body but of sound mind and memory”...), but not always. So which should you record in the Will event?

 

Some wills evolve during the testator’s lifetime, being either amended by codicils, or superseded by a whole new will. These events are interesting in themselves for the information they contain, showing the testator’s changes of mind, perhaps excluding some bequests (and people), or making new ones.

 

So I record the will creation date, the codicil creation date and the date of probate in separate Fact Types, citing the same or different documents accordingly. I guess that makes be a splitter!

 

Regards,

Chris


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Mike Tate
 

I suggest that a separate Will event with Date & Place, etc, is created for each new Will or Codicil source document with the necessary Citation(s).

 

A standard Probate event should be used for the Probate Date & Place, etc, with a suitable Source document.

 

From: family-historian@groups.io <family-historian@groups.io> On Behalf Of Chris King
Sent: 08 June 2020 15:10
To: family-historian@groups.io
Subject: Re: [family-historian] Adding wills to project.

 

There are normally two important dates in regards to wills: the date it was written, and the date of probate. The two often follow each other in quick succession as people presumably only felt it necessary to make a will when they were facing their mortality (...”sick of body but of sound mind and memory”...), but not always. So which should you record in the Will event?

 

Some wills evolve during the testator’s lifetime, being either amended by codicils, or superseded by a whole new will. These events are interesting in themselves for the information they contain, showing the testator’s changes of mind, perhaps excluding some bequests (and people), or making new ones.

 

So I record the will creation date, the codicil creation date and the date of probate in separate Fact Types, citing the same or different documents accordingly. I guess that makes be a splitter!

 

Regards,

Chris

 

From: Mike Tate
Sent: 08 June 2020 14:43
To: family-historian@groups.io
Subject: Re: [family-historian] Adding wills to project.

 

The simple answer is to use the standard Will event with a Citation of a Source record for the Will document with Text From Source transcript &/or Media tab image.

 

It gets a bit more complex if you want to link to Witnesses and Executors and Beneficiaries of the Will.

 

 

From: family-historian@groups.io <family-historian@groups.io> On Behalf Of WILSON DICKS
Sent: 08 June 2020 14:24
To: family-historian@groups.io
Subject: [family-historian] Adding wills to project.

 

What is the preferred method to add a will to a project?

 

Wilson

 

 

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