Mikayla Bobb

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Activity overview

Latest activity by Mikayla Bobb
  • 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...

  • Mikayla Bobb created an article,

    Separated Spouse with Adult Children ePlan

    What plan does the "Separated Spouse with Adult Children" ePlan create? The "Separated Spouse with Adult Children" ePlan automatically plans the "Scenarios", "Appointments", "POA Financial" and "PO...

  • Mikayla Bobb created an article,

    Syncing Appointments Between Spouses

    How do I sync the appointments from one spouse's profile to the other? If you are dealing with a spouse client file and wish to copy the estate trustee or guardian appointments into the other spous...

  • Mikayla Bobb created an article,

    Syncing Scenarios Between Spouses

    How do I sync a scenario from one spouse's profile to the other? If you are dealing with a spouse client file and wish to copy the planning details from a scenario into the other spouse's profile, ...

  • Mikayla Bobb created an article,

    Spouse with Younger Children (Two Distributions Trust) ePlan

    What plan does the "Spouse with Younger Children (Two Distributions Trust)" ePlan create? The "Spouse with Younger Children (Two Distributions Trust)" ePlan automatically plans the "Scenarios", "Ap...