Nick Klaponski
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Activity overview
Latest activity by Nick Klaponski-
Nick Klaponski created an article,
Flexible Plan Rollover
What is the Flexible Plan Rollover? We have updated this pricing plan to help smooth out seasonal fluctuations in estate practices. Flexible plans include one free client generation per month, and ...
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Nick Klaponski created an article,
Add My Own Custom Precedents
What Are Custom Precedents? eState Planner now allows you to draft documents automatically using your own precedents. This means documents can be generated using your clauses, language, and style. ...
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Nick Klaponski created an article,
eState Partner Directory
eState Partner Directory The Partner Directory is a place for lawyers, financial advisors, and individuals to connect to help drive more business to your firm. We also have a match-making feature...
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Nick Klaponski created an article,
Balance of Estate - Parts and Percentages
We as lawyers usually think about the Balance of Estate in Parts, but clients usually think in Percentages. eState Planner supports both Parts and Percentages. When to use parts: When the BOE is ...
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Nick Klaponski created an article,
Undo/Redo an Action
How do I undo an action? You can undo any actions previously performed by using the undo feature. To undo an action: Click the curvy arrow pointing to the left on the right side of the menu bar. ...
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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 ...
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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...
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Nick Klaponski created an article,
Joint/Designated Beneficiary Overview
How do I mark an individual as a joint owner or designated beneficiary? If you want the system to recognize that the asset is falling outside of the estate, you must drag and drop it in the "Joint...
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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...
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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...