Mikayla Bobb

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Activity overview

Latest activity by Mikayla Bobb
  • Mikayla Bobb created an article,

    Switching Plans

    How do I switch plans? Go to the "Billing" tab on the main page of your account. If it is hidden, click the three lines in the top left corner to reveal. Click the "Plans" tab. Select the blue but...

  • Mikayla Bobb created an article,

    Hotchpot

    When should I use a hotchpot? If your client has made any loans to beneficiaries that they do not wish to forgive, and instead want that amount to come out of that individual's share of the estate,...

  • Mikayla Bobb created an article,

    Updating Field Codes

    How do I update the field codes? Updating the field codes of the document ensures all numbering and paragraph references are up-to-date.  Press "Ctrl + a" to select everything in the document. Pre...

  • Mikayla Bobb created an article,

    POA Personal Care Customization

    What customization choices can I make in the "General" section? If the "Counterpart Execution" box is checked, the POA document will include special language noting the fact that the document is b...

  • Mikayla Bobb created an article,

    POA Property Customization

    What customization choices can I make in the "General" section? If the "Counterpart Execution" box is checked, the POA document will include special language noting the fact that the document is b...

  • Mikayla Bobb created an article,

    POA Customization Overview

    How do I set the global customization preferences for the POAs? Go to the "Documents" tab. Click the three dots on the right side of either "POA Property" or "POA Personal Care" and select "Config...

  • Mikayla Bobb created an article,

    Simplified Provisions Will

    What are the major differences if I choose to to generate the Simplified Provisions Will? For those who wish to use a shorter template for less complicated wills, selecting the "Simplified Provisio...

  • Mikayla Bobb created an article,

    Annotated Single Will

    What clauses are included in the Single Will? Watch Jordy Atin give a detailed explanation of each provision in the Single Will:   Depending on how you plan in the portal, different clauses will a...

  • Mikayla Bobb created an article,

    Henson Trust

    How do I create a Henson Trust? First you must ensure the "Disability" button has been clicked in the Special Circumstances section for that beneficiary. Navigate to the "People" tab. Double click...

  • Mikayla Bobb created an article,

    Adding Notes

    How do I add a note? Go to the Notes button in the top right corner of the screen. Type your note in the box and click "Add".  Note: Currently there is no way to edit notes you have inputted int...