Mikayla

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Activity overview

Latest activity by Mikayla
  • Mikayla created an article,

    Pronoun Customization Options

    What are the different options for pronoun naming customization? When referring to a group of beneficiaries or appointees in the will, you now have the option to choose which pronouns you would lik...

  • Mikayla created an article,

    Deliberate Exclusion/Forfeiture Options

    What are the different options for Deliberate Exclusion/Forfeiture customization? When a beneficiary is being treated unequally, most typically when a child is treated differently than their siblin...

  • Mikayla created an article,

    Document Naming Customization

    What are the different options for document naming customization? You can now customize the name of each generated document type to include key identifying information to make it easier to recogniz...

  • Mikayla created an article,

    Using eState Planner to Draft BC Documents

    eState Planner now has the ability to generate BC-specific documents. This means that as a BC user, when you go to generate documents, the drafts will specifically reference BC provisions and legis...

  • 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...