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Activity overview

Latest activity by Mikayla
  • Mikayla created an article,

    Document Inputs

    On a Professional Plan, you can choose between using your own, another user's or the firm's document customization inputs at the client level.  This means that an individual will be able to select ...

  • Mikayla created an article,

    Reporting Letter Content Customization

    When generating a Reporting Letter, you may prefer that the wording closer match your own precedents. You can now replace eState's clauses with your own custom content.  These defaults can be set o...

  • Mikayla created an article,

    Ordering Initial Gifts

    Some clients have a preference as to how gifts are ordered in the will. For example, they may want all the gifts to the children to appear first, followed by the gifts to the other family members, ...

  • Mikayla created an article,

    Life Insurance Declaration

    What is a Life Insurance Declaration? A Life Insurance Declaration is a document used to confirm or appoint new beneficiaries of a life insurance policy. By using a separate document, you do not ne...

  • Mikayla created an article,

    Document Customization - POA Custom Content

    When generating Powers of Attorney, there may be certain clauses of your own that are not currently in the system that you want to include to closer match your own precedents. For the POA Property ...

  • Mikayla created an article,

    Creating Spousal Trusts

    A spousal trust is a type of gift that can be used to control how much of the client's estate goes to the spouse. It ensures that when the spouse passes, anything that remains is gifted to the clie...

  • Mikayla created an article,

    Adding Non-User Witnesses

    What are non-user witnesses? Non-user witnesses are individuals whose names can be added to the account for the sole purpose of being selected as a witness. These individuals will not be able to ac...

  • Mikayla created an article,

    Document Customization - User vs. Firm Settings

    On a Professional Plan, you can now set your own document customization preferences at the user level. If you're an administrator user on the account, you will have the ability to set the document ...

  • Mikayla created an article,

    Two-Factor Authentication (2FA)

    What is Two-Factor Authentication (2FA)? Two-Factor Authentication (2FA) is an advanced login process that adds an extra layer of security to your account. Currently, only a username and complex pa...

  • Mikayla created an article,

    Spouse Compare Feature

      What is the Spouse Compare Feature When creating mirror wills for spouses, it is crucial to ensure that the clauses in each will match. To catch any minor discrepancies, we have developed the Spo...