Converting Household to an Estate

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Marta Garczarczyk
Sent: Wednesday, March 20, 2013 4:46 PM
To: McKinley, Leslie
Subject: Re: [Tessitura Development Forum] Converting Household to an Estate

We've found converting records into estates to be a multi-step complicated process because you cannot simply convert a household to estate. There are different steps also depending on if both individuals are deceased or not. Because of inherited primary addresses and rules in the household operations when converting you'll have to edit the addresses on the individual records which adds an additional wrinkle to the process. 

Example: Household had A1 (alive) and A2 - deceased. A1 has now died and (Estate) Household gave large bequest.

1) Add Estate Address and mark as Primary on the Household Account.
2) Activate A2 - (deceased account)
3) Add (Home) Primary Address in A1 and A2 individual accounts
4) Inactivate (Home) Household Primary Address
5) Convert Household to Individual, Remove Affiliations of A1 and A2

6) Convert Individual (formerly Household) account now to Estate Account

7) Add Affiliations of A1, A2, (adult member) and add a Primary Contact (Lawyer, etc.)
8) Update General tab of now Estate Record (formerly individual, formerly household) with Contact Details (phone, email, mailing) with Primary Contact (Lawyer) information
9) Inactivate A1 and A2 individual accounts and mark as deceased.

Voila! 9 steps later you have done it! Hope that helped, let me know if you have questions!

-Marta