video1.0<iframe src="https://www.loom.com/embed/6645652c93f74bc781fb60705e29f029" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/6645652c93f74bc781fb60705e29f029-5db34f48921b3a7c.gif177.6This 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.