How do I edit my firm details?
After logging into your account, click the Firm tab on the left side. Any changes you make to any of the fields will be automatically saved.
What firm details can I edit?
You can edit the General, Contact and Branding details of the firm.
*Note: Only Growing and Professional plan users will have access to the branding details section - Flex plan users will need to update their account if they want access to colours and white labelling.
What can be edited under the General section?
Under the general section you can edit your Firm Name which appears on the cover page of any Wills and POAs you generate.
What can be edited under the Contact section?
Under the contact section you can edit your first and last name, email and phone number.
What can be edited under the Branding section?
Under the branding section you can edit your primary and accent colour. These colours will appear on the summary documents. If no colour is set here, the colour will default to eState Planner blue. You can also choose whether or not to turn on white labelling by clicking the button. If white labelling is turned on, the eState logo that appears in the top left corner of your account and the questionnaire will be replaced with your firm name.