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  1. e-State Planner
  2. Document Generation

Document Generation

Wills, POAs, and Reports

Global Customization

  • Reporting Letter Content Customization
  • Document Customization - POA Custom Content
  • Document Customization - User vs. Firm Settings
  • Document Customization - Gift Options
  • Document Customization - Attorney Pluralization
  • Document Customization - POA Contents
See all 23 articles

Documents

  • Life Insurance Declaration
  • Short Will
  • Documents Overview
  • Annotated Single Will
  • Simplified Provisions Will
  • Reporting Letter
See all 11 articles

Reports

  • Reports Overview
  • Generating Reports
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