{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/6645652c93f74bc781fb60705e29f029\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/6645652c93f74bc781fb60705e29f029-5db34f48921b3a7c.gif","duration":177.6,"title":"EB - Matter Setup - Creating a New Matter","description":"This Loom explains how to create a new matter in Estate Bookkeeper after setting up the workspace. It demonstrates choosing a matter name using a consistent firm naming convention, typically last name first name followed by either a state or trust to indicate the matter type. The creator also shows selecting an account template, recommending using a default probate chart of accounts rather than creating a custom one when starting out. In the demo, the matter is named James Anderson Estate and is tagged for the responsible paralegal and marked as probate."}