Mikayla Bobb

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Activity overview

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

    Nicknames for Family Members and Other Individuals

    What is the "Nicknames" field for on a Family Member or Other Individual? Some clients and lawyers prefer using short form names for people in Wills. Now you can choose to define the person once at...

  • 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 ...

  • Mikayla Bobb created an article,

    Beneficiary: Trustee Selection

    For which assets can I choose Trustee Selection as the beneficiary?    You can have the executor distribute personal effects among whomever he or she sees fit or select who should receiv...

  • Mikayla Bobb created an article,

    Short Will

    Short Wills or Standard Wills What is the Short Single Will? The Short Single Will is a 6 to 8 page long Will designed for straightforward Will scenarios. It contains fewer clauses and is easier to...

  • Mikayla Bobb created an article,

    Loan Forgiveness

    What is the loan forgiveness section? This section allows you to choose whether you want to forgive loans to certain individuals. Check the boxes of those that you want to forgive. Doing so will ge...

  • Mikayla Bobb created an article,

    Create a Pet Gift

     How do I create a pet gift? On the Assets tab, click “+Add” in the top left corner and select "Pets" from the Miscellaneous category. If you are gifting multiple pets to different beneficiaries, ...

  • Mikayla Bobb created an article,

    Gifting General Personal Effects

    When gifting “General Personal Effects” (that includes all personal effects that are not otherwise created as separate assets and gifted to someone else) to more than one person (including a class ...

  • Mikayla Bobb created an article,

    Choosing a Beneficiary

    How do I gift to an individual beneficiary? Ensure you are on the People tab. Click the checkbox on the right side of the beneficiary you wish to chose.     How do I gift to multiple beneficiari...

  • 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...