Mikayla Bobb

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Activity overview

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

    Document Customization - Administrative Provisions

    You may have certain preferred administrative provisions to populate in every will. For the Single Will, Short Will and Multiple Will documents, you can customize the precedent and choose which adm...

  • Mikayla Bobb created an article,

    Pooled Trusts

    When creating a Trust gift, there are different payout options.   Most commonly, when you have more than one individual beneficiary, for example the client's children, the client will want a separa...

  • Mikayla Bobb created an article,

    Gift Trustees

    When creating a trust gift, there are different options as to who will be the gift trustee. In some situations, clients prefer to keep it the same as the executor of the estate. In other situations...

  • Mikayla Bobb created an article,

    Refer Friends and Earn Rewards

    Our new referral program rewards you for helping your peers streamline their estate planning and will drafting process. How do I refer people? Fill out this short form to submit a referral. Referra...

  • Mikayla Bobb created an article,

    Relationships for Family Members and Other Individuals

    Some lawyers and clients prefer to have the relationship for each person printed in the document (Ex. "my friend, Jonathan Smith"). Using the Relationships field on the Documents tab, you can autom...

  • Mikayla Bobb created an article,

    Document Customization - Definitions

    Depending on your Client's situation, you will not always need every possible definition to populate in every will. For the Single Will, Short Will and Multiple Will documents, you can now customiz...

  • Mikayla Bobb created an article,

    Paragraph Numbering Style

    How can I customize the numbering style in the documents? For each document type, you can decide how you want the numbering to appear throughout by selecting an option in the Paragraph Numbering Fi...

  • Mikayla Bobb created an article,

    Nicknames for Family Members and Other Individuals

    What is the "Nicknames" field? Some clients and lawyers prefer using short form names for people in Wills. Now you can choose to define the person once at the beginning of the Will and thereafter u...

  • Mikayla Bobb created an article,

    Footer Customization

      Add and Remove the Footer from Generated Documents You can choose three options for the footer: 1. Always Include 2. Never Include 3. Include for Counterpart Only   Navigate to Documents > Select...

  • Mikayla Bobb created an article,

    Firm Details

    How do I edit my firm details? After logging into your account, click the Firm tab on the left side. Any changes you make to any of the fields will be automatically saved. What firm details can I ...