Nick Klaponski

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Activity overview

Latest activity by Nick Klaponski
  • Nick Klaponski created an article,

    Client Questionnaire Walk Through

    Your Lawyer has sent you a questionnaire to fill out.  When creating a will, your lawyer will need to collect all your profile, family tree, asset and debt information required to create an estate ...

  • Nick Klaponski created an article,

    Edit/Remove a Joint/Designated Beneficiary

     How do I edit a specified beneficiary?  Click the three dots on the right side of the box and select “Edit beneficiaries” from the drop down list. Make the changes you wish and click the green c...

  • Nick Klaponski created an article,

    Joint/Designated Beneficiary Overview

    How do I mark an individual as a joint owner or designated beneficiary?  Even if you have appointed a joint owner or noted a designated beneficiary in the "Assets" section, you still must drag and ...

  • Nick Klaponski created an article,

    Scenarios Overview

    Do I need to plan for all three scenarios? You only need to plan for the scenarios that apply to your client. If your client has a spouse and children, you should create a plan for all three scen...

  • Nick Klaponski created an article,

    The 3-2-3 Model

    What is the 3-2-3 Model? The 3-2-3 Model is the method e-State Planner uses to breakdown the will planning process. There are three scenarios you should create a plan for: Surviving Spouse (when t...

  • Nick Klaponski created an article,

    Edit/Remove a Debt

    How do I edit a debt?  Ensure you are on the "Debts" tab. Click the three buttons on the right side of the debt and select "Edit" from the drop down menu. Make changes as you wish, and click "Sav...

  • Nick Klaponski created an article,

    Add a Debt

    How do I add a debt? Ensure you are on the "Debts" tab and click the “+Add” button. Choose a debt category and a specific debt type within that category and click "Select". Fill out the required f...

  • Nick Klaponski created an article,

    Debt Categories

    What are the different type of debt categories? There are two categories of debts to choose from - Financial and Testamentary.   Financial debts are generally current liabilities like lines of cr...

  • Nick Klaponski created an article,

    Zoom In/Out on the Family Tree

    How can I see the entire family tree? If you are dealing with a large, comprehensive family tree, the slider on the right side of the screen will allow you to zoom in and out depending on the view ...

  • Nick Klaponski created an article,

    Tax Calculations

    How is the probate tax calculated? e-State Planner automatically calculates the probate tax on the asset according to whatever province the client's residency is set as. The default residency for e...