How do you enter the information in wills and probate records?
How does everyone handle the information in wills and probate records? Do you type the whole will in the source citation, the whole will in the details for the specific individual, or type it out and add it as a media attachment?
I create an event called will or probate, depending. Then I add the date proved with the location. In the event notes, I abstract the will. I cite the source and put the abstract in the text area and attach the entire will/probate as a media file. If it is an estate file, which can be many pages, I will only abstract the pertinent portions, citing individually, i.e., an inventory will get its own citation as does the schedule F for the heirs at law. For me, it depends on the probate files. But somewhere in the event notes I mention the number of pages in the file and where the digital images/hard copies are stored.
ReplyDeleteI also use events for each item in a probate file. Will written is transcribed intact. Sale Bill and inventory usually are abstracted as an event since all are different dates. I usually transcribe them in a word doc, then discuss and analyze it back in legacy. The event share feature in the new version works well for these type of documents. Good luck
ReplyDeleteI do an event and transcribe the document in the notes section. The event is then shared with every mentioned in the will. If there is a person with an unknown relationship and they are not in my database I add an unlinked person and share the information to them.
ReplyDeleteThanks everyone for the suggestions. Very helpful.
ReplyDelete