AfterLoss PDF and ZIP export

Two export formats for an AfterLoss case: a PDF summary suitable for handing to a solicitor or family member, and a complete ZIP containing the case data and all uploaded documents.

What it does

The PDF summary captures the case in a single readable document: the deceased's key information, the current phase of the bereavement, the people on the case, the contacts, the funeral arrangements where applicable, and the status of each task. It is the document an executor might hand to a solicitor at the first meeting, or to another family member taking over a section of the work.

The ZIP export contains the same information in machine-readable form alongside copies of every uploaded document (the medical certificate, the will, the grant of probate or letters of administration when issued, pension paperwork, bank statements). It is the right format for archival, for backup, or for handing the entire case off to a successor.

What problem it solves

The "executor handover" moment is the obvious one. The executor (or administrator) often needs to give a solicitor a complete picture of the estate at the start of probate, and may need to give other family members targeted sections later. Without a structured export, this happens through a chain of forwarded emails and inconsistent attachments. The PDF gives a clean snapshot; the ZIP gives the full record.

Where it sits in the procedural sequence

Most relevant at the start of the probate process (when the case is being given to a solicitor to act on) and again at the close of the estate (when the executor's record is being archived).

Use this feature

Export is reachable from the case settings inside any AfterLoss case.