Mikayla Bobb

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Activity overview

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

    Questionnaire Email Notifications

    How do I receive an email notification that the client has completed the questionnaire? When adding the client to the system, make sure the user is marked as either a primary or secondary contribu...

  • Mikayla Bobb created an article,

    Segments and Gifts

    How do I know when to create multiple segments with one gift instead of one segment with multiple gifts? Use one segment if: You are gifting the residue all to one person You are gifting the resid...

  • Mikayla Bobb created an article,

    Fundamentals of Estate Planning Course

    What is the Fundamentals of Estate Planning Course? This course is designed to give you a solid foundation of estate planning, demonstrating how the use of a structured process can transform your p...

  • Mikayla Bobb created an article,

    eState Planner Certification Course

    What is the eState Planner Certification Course? This course is designed to teach you how to use the program. t's a great resource for both newer and more advanced users - it will review the fundam...

  • Mikayla Bobb created an article,

    Retainer

    What is a retainer? The retainer is a signed agreement between you and the client that confirms the terms of the engagement. It is useful as it sets out the expectations for the file to prevent mis...

  • Mikayla Bobb created an article,

    Retainer Agreement Customization

    Retainer Agreements are important as they set out the expectations and limitations of your retainer. You can automatically generate them by going to the downwards arrow button in the top right corn...

  • Mikayla Bobb created an article,

    Create an Option to Purchase

     How do I create an option to purchase? There are two ways to create an option to purchase depending on whether you are gifting the property Absolute or in Trust. If gifting absolute: Add a real e...

  • Mikayla Bobb created an article,

    Syncing Provisions Between Spouses

    How do I sync the provisions from one spouse's profile to the other? If you are dealing with a spouse client file and wish to copy the provisions into the other spouse's profile, you can do so by u...

  • Mikayla Bobb created an article,

    Syncing POA Appointments Between Spouses

    How do I sync the POA appointments from one spouse's profile to the other? If you are dealing with a spouse client file and wish to copy the POA Financial or POA Personal Care appointments into the...

  • Mikayla Bobb created an article,

    Separated Spouse with Younger Children (Trust for Children) ePlan

    What plan does the "Separated Spouse with Younger Children (Trust for Children)" ePlan create? The "Separated Spouse with Younger Children (Trust for Children)" ePlan automatically plans the "Scena...