Jordy
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Activity overview
Latest activity by Jordy-
Jordy created an article,
Scenario Introductions
eState Planner uses 3 scenarios to create a complete plan -Surviving Spouse, Descendants Only and No Descendants. Learn more about scenarios here.Gifts made in the Surviving Spouse scenario assume ...
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Jordy created an article,
Pull Out Trusts
Some lawyers prefer their wills to have the specific trust provisions for gifts in a separate section. In this way, the core residue trust gifts are listed in the residue section which then refer...
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Jordy created an article,
Gift Options - Floating Share Predicate
eState Planner wills use a common drafting technique called "floating shares" when dividing the residue. Rather than using percentages or fixing the total number of shares/parts, the total number ...
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Jordy created an article,
Gift Options - Disable Segment Labels
If your preference is not to use "Segment 1", "Segment 2" labels in your residue gifts, we now offer the option to skip those where they are not necessary, such as where the entire residue contains...
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Jordy created an article,
Gift Options- Group Gifts by Scenario
For more straightforward plans, you can now choose to have your will generate gifts grouped by scenario. For example, where the spouse is the sole beneficiary of all gifts (including any Initial Gi...
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Jordy created an article,
Viewing list of Clients
Administrators can view all of the firm's clients as well as having control over adding and removing Users, Billing Access and Document Control. Administrators can also give access to all the firm...