Mikayla Bobb

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Activity overview

Latest activity by Mikayla Bobb
  • 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...

  • Mikayla Bobb created an article,

    Spouse with Younger Children (Trust for Children) ePlan

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

  • Mikayla Bobb created an article,

    Spouse with Adult Children ePlan

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

  • Mikayla Bobb created an article,

    Indicate if a Client has a Marriage, Cohabitation, Separation or Divorce Agreement

    How do I indicate if a client has a marriage, cohabitation, separation or divorce agreement?   If you are adding the spouse to the family tree: Go to the "People" tab and click once on the client'...

  • Mikayla Bobb created an article,

    Generating Documents for Non-Ontario Residents

    How do I generate documents for Non-Ontario Residents? Currently, the system has the capability to generate documents for Nova Scotia and British Columbia. To generate documents for either of these...

  • Mikayla Bobb created an article,

    ePlans Overview

    What are ePlans? ePlans are estate plans for typical situations that are created with the click of a button. Instead of having to go through the entire planning process step-by-step, you can choose...

  • Mikayla Bobb created an article,

    Appointing Trust Companies

    How do I appoint a trust company? On the "Appointments" tab, click the “+Add” button. Click “Appointee” and select the name of the trust company you would like to appoint from the drop down menu....

  • Mikayla Bobb created an article,

    Automatically Assign Joint Assets

    How do I automatically assign joint assets in the Joint/designated beneficiary section? If you have marked the ownership of an asset as "Joint" in the "Assets" section, you can automatically assign...

  • Mikayla Bobb created an article,

    Reporting Letter

    What is the reporting letter? The reporting letter is a letter that goes to the client that protects the lawyer from potential liability. It is delivered after the signing meeting and covers issues...

  • Mikayla Bobb created an article,

    Reporting Letter Customization

    What customization choices can I make in the "General" section? The "Delivery Method" gives you the option to specify the method in which the reporting letter will be sent. You can choose delivery...