Sign Connecticut Assignment of Partnership Interest Mobile

Document type sign assignment of partnership interest connecticut mobile

let's go ahead and start creating some filings and this first scenario I want to show you an initiating filing so I'm going to log in as a different attorney and this is attorney who's been verified they've been doing all sorts of filings you can see this table here at the top center of this person's home page it says your last five filings now this person has lots of filing I'll just let you know but what we do is we show you the five most recent you've been working on we figure those are hot are you been working on them or you may still be working on them preparing documents to attach things like that and so rather than having you go and find the one you want we just show you your five most recent thinking that there's a good chance you're probably gonna be needing access to them right away but of course you can access any of your filings I'll show you that also a little bit later on how to very quickly find any of your filings okay so to begin a case or it should say to begin a filing as you just saw I'm gonna click here to start I'm gonna indicate which of the courts I'm wanting to file and you I click Next once again it shows me who who I am and don't we all want to know who we are my five my four choices I'm starting a new case notice however that the checkbox of click here if you are an attorney is no longer on this screen why is that because turbo Ford already knows I'm an attorney I've already been verified so it's simply going to skip that for please perceive we know who you are so I'll click next and it will take me to the beginning of the process to create the filing anytime you're creating in filing for turbo court whether you're initiating a new case or simply filing documents into an existing case it's a simple three-step process and you're go through the same process each time step one you answer a couple of questions to help the court understand what it is you're filing step two you attach your documents step three you electronically submit everything and if there's a payment required you'll make your payment at that time Hank answer a couple questions attach your documents electronically submit so this is the beginning of that step one answer a few questions and it's really just sort of a guided process turbo Court knows all of the requirements that the Connecticut probate court has in all of these different filing scenarios and so the general rule of thumb is whatever it is you're filing just follow along with what's presented to you on screen and you shouldn't go wrong sometimes you'll see a question sometimes you won't see another pressure it just depends on what you're filing we know what the port means and and we have it set up to produce what I like to call clean filings to eliminate or significantly reduce any reason why the court might reject their pilot right something's missing or whatever that might be Thanks so rule of thumb just follow along with what's presented to you on stream for your filing scenario so I'm going to go ahead and click Next and the first thing that's showing me is the case categories you'll see a substantial list here of case categories I'll go ahead and select conservatorship I click Next third before it says oh we know that since you're initiating a case you're going to need to file an appearance document so we're just telling you that up front and we will establish a placeholder when you finish answering these questions that gives you a spot to put that appearance document for you to upload your appearance document so that you don't forget to include it okay in fact you won't be submit this filing without this appearance knocking hey thanks for letting me know okay first document what is it you want to file now I can file one or many documents okay what you're going to see in this list of documents is a very long list of possible documents in this situation maybe I don't remember the exact name of that document it's some sort of a petition my memory isn't as good as it used to be so I'm going to use the search box here at the top to help narrow down this long list of documents so I type the letter P does it down 60 documents de 32 documents PT 26 documents okay that's getting close that's let's find the one I want and there it is it's the PC 300 petition for involuntary appointment of a conservator now notice that because I selected this particular document we know that the Connecticut probate court also wants you to file a PC 300 CI confidential information document so we will establish a placeholder for that one as well for you alright so then these aren't herbal Court rules these are the negative probate directors great so thanks for letting me know I'll make sure to get that one prepared when I click Next I'm essentially done I've answered the questions but oops there was another document I wanted to attach I forgot okay you can click review edit your answers at any time it'll take me back into that short little interview where I answered a couple of questions and it allowed me to change or add anything so I'm just gonna jump right into that final section and so there's my document one and I want to check the box at the bottom here that says oh no I've got another doctrine I want to add and so when I check that box it says okay what's your second document and for this I'm going to file the physicians evaluation I click Next it regenerates everything for step two which is to attach my documents and so here are my placeholders there's my pc 183 for my appearance the pc 300 that i selected the three hundred CI confidential information that apparently the court also wants and the three seventy physicians evaluation that i said i wanted to attach so those are the four documents and this particular filing that i'll be attaching but before i do that let's just go up to the top here and let's take a look at the the envelope if you will of this particular filing now we give each of these filings a number and we in her book we refer to these as form sets so these again are terms that are synonymous so a form set a filing a form set filing that's all one in the same thing so you're gonna hear me say those terms in different ways I'm talking about the exact same thing so it's a set of documents that are going to be filed so for now I'll call it a form set filing and each of these forms set filings is given a unique number across all of turbo coordinates or approach across the country this is your unique number right now for this one particular form set filing it's not a case number of courts but it is a tracking number for you if there are any filing fees or other fees that the court has determined are required we will display them to you here because this is what we'll be paying now as part of this filing submission the status of this particular form set filing you can see here and it's currently called completed now there are many statuses in turbo court if you were to click on this information icon next to that status label you'll see a long list of statuses and their prescriptions but really there's essentially four that you most want to concern yourself with most of them are not relevant or pertinent to you at all so the four statuses that you want to be aware of or your filings in Kerbel court are completed which is where we are right now which essentially says I finished answering the questions I've been setting up what this filing is about and the next is delivered so I'm going to attach my documents and then electronically submit everything once the court receives that the status goes from completed to delivered then the courts going to process that filing except your filing and it will then move from delivered to e-file that's what you're looking for all right so from completed to delivered to e-file now if for any reason the court does find a reason to reject the filing they would then it would go from delivery to rejected and then you have to tend to that okay for more often than not you're looking at from completed to delivered to e-file okay let's go ahead and talk about and show you the different ways of attaching your documents so you may have for example in this first document the appearance you may have already prepared this you've got it on your computer and you just need you a look uploaded okay so for that I'm just gonna simply click the attach link that's next to that placeholder we already know what kind of a document it is it's the appearance we've already filled in the title description for you but you're welcome to rename that or add to it or change it however you like and then I'm simply going to choose my file to upload please note that for the Connecticut probate courts the only file type that they will accept electronically is a PDF okay so if you've got a Word document you'll convert it to PDF if you've got a physical document with wet signatures on it and you go to scan it scan it as a PDF okay because other documents they will not consume so if you happen to have a word document you cannot simply rename it dot PDF that does not work and turbo-4 will stop you and the reason we will stop you is because if we let that go through the courts gonna reject your filing and as I said we're doing everything we can up front to alleviate that possibility so just fair warning so I'm going to go ahead and I did in fact prepare my appearance document already so I'm simply gonna find it there it is and when I click Save turbo-4 will analyze it and make sure that it is in fact the valid PDF and so there is my appearance document now I have a couple of other links here I've got the view link so I could click the View link and open this document that I just attached to make sure I actually attach the right one I think double check you may want to do that if you knew you do need to change anything you can click the link that now that says edit once I'll attach it it will goes from attach to edit and so if I click the edit link and simply brings me back to that exact same screen again I can change the title or description where I can replace the file that I previously attached so if I realize no no I that's the wrong one simply choose a different file we'll simply remove the one you've previously attached and replace it with this new one okay and then there is a third link here for this document which is the remove link so let's imagine that you prepared a document and you've attached it you click the View link and you realize oh no I forgot to make those changes I haven't really finished my changes that's not the right one and the document that you need to replace it with isn't ready yet you in fact have more work to do on it before it's ready to be uploaded protip click the Remove button and don't leave the bad document in here because in your very busy day you're very likely going to forget that you haven't yet replaced it and then you're going to submit this filing with the wrong document and have there the hassle of having to deal with that so if you have attached a document and you realize you need to change it but you don't have the new version ready just like remove because you're not gonna be able to submit this filing with a missing docket right so again we're trying to protect you and all the ways because they go alright so you're welcome to prepare your own documents upload them if you have documents that require wet signatures right so you're gonna scan them and then upload them that's very typical right but if you want to do it all electronically you can do that now even electronic signatures because as of January 1st rules around electronic signatures are going into effect and they're fairly as I understand it a fairly broad definition a header can probably speak to that at the end during Q&A but you can do electronic signatures if you want it so let me just show you one of the ways you can do that and you don't have to do this but I just want to let you know that it's available to you so what you're going to see here is that for each of these documents that are listed there's also a link from the Connecticut probate court site with that document it's a PDF in fact it's a fillable PDF and so if I were to click on this PC 300 link once again we're now pulling the doctrine from the Connecticut quartzite probate court site and this is this is a billable document I can fill this out this way so I want to do that I want to fill this out in this fashion and I want to use digital signatures I don't want to go through getting a wet signature and then scan and getting up earlier okay so here's how I can do that I'm going to simply download this particular fillable PDF to my my hard drive my network drive wherever I store my my files so I put the download button and there's a PC 300 I already have it here but I'll just go ahead and replace it okay go ahead and close that go to my drive where I just downloaded that file at PC 300 now there's a lot of different products out there that can read PDF files obviously Adobe Acrobat is probably one you're most familiar with there are others but there's a a particular version of Adobe Acrobat that I want to bring to your attention it's called Adobe Acrobat Reader DC there's no cost for that software it's free so I highly recommend you grab it just go to the internet type in Acrobat Reader DC you'll get a link you can install it on your computer it gives you extra functionality with PDFs that you don't get with the standard Adobe Reader which is primarily just reading PDFs so I'm gonna go ahead and open this up with my DC I agreed or DC somewhere okay so there is my fillable PDF but what you're going to notice on the right side of the screen error is that there's other capabilities but you don't typically get with a PDF document so let's just imagine and pretend that I am filling this this one out etc etc I'm filling out the fields by the way just so you know where it says in the matter of James Wilson at the top here whence I put that person's name in this fillable PDF will put that person's name at the top of every page it's just really efficient way of doing things okay so let's imagine that I finished filling out everything I need to fill out and now it's time for signatures now depending on the nature of the document sometimes the signature can be yours the attorney often it's not right it could be the petitioner or somebody else that you're needing a wet signature from so let me show you what this DC version of Adobe Acrobat gives you on the right-hand side you'll see a button called fill and sign when I click on that it asks who needs the sign do you need a sign meaning me the person who's doing this or do you need others to sound if you need others to sign you can invite them to electronically sign these documents you you may have electronically signed documents in the past I don't know but what you basically do is you establish where in this document and it may be multiple places what you need their signature or initials you say I need their signature here and on the bottom of page five and this is the name of the person whose signature I need you send them an email with a link they open it up they simply type their name that's all they do and voila their signature electronically is automatically placed exactly where you okay that's how that works it's very cool I'm not going to demonstrate all of that right now but I will demonstrate the electronic signature as though I'm signing it just so you can see the caveat to all of this is that when it's you who is signing there's no cost but when you're gonna invite other people to sign Adobe does charge you for that I do not know what they they charge but I would say check it out and looking to see if it's cost worth taking on versus the you know the time it takes to get what signatures and all of that so let's just say I have to sign this I'll click fill and sign here I'll click the sign button that appears now at the top let's remove my previous signature pretend I never did that so I can add signature I can add initials right sometimes dockings need to be initialized so I'm going to go ahead and add my signature and the simplest way to do that is to simply type my name I'll click apply because I'm the one who's signing it and so there is my signature floating around as I move my mouse and I'm just going to say we're on the document I want it now again if you're inviting other people to sign electronically they don't do that you're gonna tell the software this is where I want sleeving signature he typed his name and it'll just you're on that line and if you need multiple people through a sign to sign you can do that I need Stephen to sign here I need Betty to sign there wherever whatever it happens to be okay so now I'm gonna save my signed version of this document so I'll just do a standard save as and there we go I've got now my fully filled out on signed document and now I'm ready to attach it so it's an option for you you can still do wet signatures and scan them as PDFs but if you want to explore this possibility this option it's very convenient okay so I'm going to go ahead and quickly attach these other two documents so that we can then proceed with the next step so this is going to be my confidential information document for the PC 300 and then the physicians evaluation okay I've answered a couple of questions I've attached my documents normally would be faster you wouldn't have somebody talk about all these what-if scenarios right before we proceed with that final step of electronically submitting everything and making my family I want to bring to your attention some other functionality associated with these forms at filings at the top here you'll notice a row of buttons these toolbar buttons and there's two and particularly that I want to bring your attention to right now the first two notifications and add keyword matter number if I click on the notifications button there's two areas here email preferences and courtesy notice patience email preferences is simply showing you your current default setting in your profile as to whether or not you're receiving email notifications hopefully all of you already have email notifications turned on so there's really nothing to do here but just so you understand what this is all about is if you were somebody who said yeah really I don't want any more email I really will log into to report all the time and see what the court is sending for me like I said you can do that that's okay we just don't recommend it so if that was your profile setting no emails at all we'll show that for you and let's just say this is Friday afternoon you're initiating a new case it's a brand new client and you're about to go on vacation you really are not going to be logging in to get report so for this one filing override my profile setting and Hugh send me email notifications about this one filing so that's what this functionality allows you to do as I said hopefully that's really not an issue for you and there's nothing more for you to do there but the courtesy notifications area is very helpful because you can have other people receive notifications about this one filing so you're the filer you're going to be getting notified if at the company level the company administrator put an email address in that in that notifications inbox then whoever that is they get a copy of everybody's notifications alright but what if you want somebody else to receive notifications about this particular pilot because you are about to go on vacation put your paralegals email address in here cocouncil your boss maybe the clients email address but anybody you want really thanked they'll just get status updates as to this one filing right what's going on with it so if it's a particularly critical filing you may want to do that okay it's optional and you can put multiple email addresses in this this one okay so in the company-wide one it's one email address but when it's performed set filing as we're looking at right now you can put as many email addresses in here as you bike if you do just separate them with a comma and whatever changes you make just click Save so that is the notifications button for this form set finally there's also a CAD an add keyword matter number button you'll see there's an add keyword excuse me a key word matter number field here it's currently blank when I click on that button it brings up a field where I can type in anything I want alphanumeric special characters multiple words highly recommend you use this you use it for tracking purposes this has nothing to do with the courts at all this has to do with your own internal tracking of your clients of your cases of the work that you're doing so if you use a client ID system but your clients ID associated with each of the filings you're doing on their behalf because then you can do a search later on that says show me all the filings I did on behalf of this particular client in the last few months or in all of 2018 or all 2019 right and especially if you're a firm with multiple attorneys come up with a coordinated way of using the keyword matter number field especially if you've got lots of people filing on the same case you've got an attorney and the legal assistants filing on it if you've all used the same system for coding these then it doesn't matter who does the filing somebody the finally the administrators can be able to find all the filings for that particular client number right or maybe you use a case tracking system all right so you can use it any way you want so I'm going to imagine that this is for my client a - two three four five six but I could add more words here I could put in special characters whatever it is that you need and use and then click Save and now this form set filing has a few word matter number associated with it and we can use it for searching and wrapping okay it doesn't matter when you do this maybe you forgot to do it and you've already submitted the filing to the court oh my god it's okay because it has nothing to do with the court you can come back and do this at any time add the keyword matter number anytime you want change the keyword matter number edited you mistyped it's not a problem okay so let's go ahead and submit this filing you'll see the submit button and because there is a fee required we're going to take you to the payment processor that the Connecticut probate courts are using and it's LexisNexis and so now we are communicating live with LexisNexis now this is their testing environment as well but it's very similar to what you're going to encounter when you're doing your filings and your needing to make a payment so in the LexisNexis lexis nexis screen you're going to need to confirm your email and you can do that you're going to need to put in your phone number and then you've got three different payment options credit card personal check or business check so if you selected one of the check options you'd be putting in the routing number the bank account number then the business phone number and I believe that this process as an ACH transaction for a credit card you put in the credit card information and I'm actually going to do that right now LexisNexis gives you the ability to save that payment information with their system if you want to so you don't have to keep entering it each time I'm going to uncheck that box I believe by default is checked either way I'm going to have it unchecked and they also use CAPTCHA to make sure you're not a computer part of some sort if I've entered everything correctly it will let me continue there we go the final okay screen where I check the box saying I'm ready to make this this payment okay assuming the payment goes through well you'll get a receipt and then from there from that receipt you can go back to turbo quark very important note when you're going through this process or for a filing fee for example this is a pre-authorization only so whether you're doing a credit card or a check the money is not being taken at this point it's pre-authorized once the court accepts your filing and it goes from delivered to be filed then the money is actually taken from whatever account you've selected okay so this is pre-authorization only I'm gonna click pay now hopefully everything's good great so there we go I'm at the receipt now and what you're going to see on the LexisNexis receipt at the bottom is a sentence that says click on this link to return to the purple court website doesn't look like a link but it is so just click on that sentence and when you do will return you your trip report and sure enough my status is now delivered congratulations you've just successfully filed an initiating set of documents into the probate court make your payment now just a quick note also sometimes there is a short delay in LexisNexis telling turbo court that everything is fine and so when you come back to the screen it might still say completed or it may say filing pending or something like that just wait a few moments refresh your screen and it'll go to it'll say deliver ok so it's just a waiting from LexisNexis sometimes so from this screen where it tells me my payments been processed it says to see your filing click here I'll do that and now I'm back in my filing the status is delivered and I see that in addition to this filing details area where my forms are I have two other cabs there's a messages tab let me click on that now this is messages just for this one form set filing so thank you for submitting your documents let me click on that okay great so I know they've received it there's no technical problem with them having received these documents and I'll go ahead and mark that as being read and your payments tab so I can click on that and from within turbo court it's showing me the transaction number from LexisNexis the dollar amount I can click on the payment details and it's going to show me my form set number no case number yet right because it's an initiating case we haven't gotten it what it's all about the transaction number again payment status is pending it's pre-authorized hasn't been hasn't actually been accepted yet and the corresponding fees by one I can print this so I have a hard copy of this receipt I can save it I think instead of printing it I can just save it to my drives write a digital copy okay that's available to me and back to my filing details so that's it I'm simply waiting for the court to accept this filing and then it will change from delivered to be filed so let's take a quick look at what that looks like once the court has accepted your pilot so here's a very similar filing that I created same board documents okay and you'll notice the status of this particular filing is e filed meaning the court has in fact accepted it already so let's take a look again at that messages link and you'll see that there are more messages that are coming to me now about this particular form set filing says your documents have been a filed in whatever else it says there's now a case number where there wasn't one before if I click on your payments it shows the payment status went from pending pre-authorization to paid they've now taken the money and back on that filing details screen where we have these different toolbar buttons I want to bring to your attention a new to block toolbar button that wasn't actually there before and it's the one on the far right called view court case documents this button appears when you're looking at a form set whose status is efile so when this particular form said filing was still in status let's say delivered this button was not there but the moment that the court accepts it and it goes to e filed this button automatically appears and when I click on it it will take me to all of the case documents for that particular case now this is a known particularly interesting it's just my board documents on the one who initiated face but let's say you were filing into an existing case right just a new report or something and it's an e filed filing when I click on view court case documents I'm gonna get access to all of those documents now I showed you earlier that as attorneys you can always go to my cases right in the user menu and access any of your cases in any of the case documents all right but this is another way for you to access page documents if you happen to be in a filing on a case and its status as e filed you don't have to go to my cases just click on view our case documents and now you've got access in the same way to all of those case documents on that case