Mikayla Bobb
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Activity overview
Latest activity by Mikayla Bobb-
Mikayla Bobb created an article,
Multi-Factor Authentication (MFA)
What is Multi-Factor Authentication? Multi-factor authentication is a multi-step account login process that requires users to enter additional information in order to access their account. Currentl...
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Mikayla Bobb created an article,
Spouse Compare Feature
What is the spouse compare feature? When drafting mirror wills for spouse clients, it is very important to ensure that the clauses in each will match. In order to ensure any little differences are ...
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Mikayla Bobb created an article,
Dealing with a Deceased Spouse
How do I ensure a deceased spouse is not referenced in the will? When handling a client file involving a deceased spouse, it is important to update the relationship status to "widowed" instead of s...
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Mikayla Bobb created an article,
Share a Client File with another eState Planner User
What is the Client File Share feature? The Client File Share feature allows you to share a client file with another account. It's designed to facilitate collaboration between financial planners and...
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Mikayla Bobb created an article,
Preview a Document
What is Document Preview? The Document Preview feature allows you to review a document draft before downloading the document. It's designed to increase transparency behind the drafting language and...
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Mikayla Bobb created an article,
RESP Clause
How do I trigger an RESP Clause in the Will? Add the RESP as an asset on the assets tab In the Surviving Spouse Scenario, drag and drop the RESP into the initial gifts section. Select the spouse a...
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Mikayla Bobb created an article,
Document Customization - Gift Options
When generating Multiple Wills, you can choose whether you want the private company shares to populate in both the Primary and Secondary Wills, or the Secondary Will Only. These defaults can be set...
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Mikayla Bobb created an article,
Document Customization - Attorney Pluralization
When generating Powers of Attorney, you can choose whether you want your attorneys to be referred to singularly ("my attorney"), plurally ("my attorneys) or dynamically (singular or plural dependin...
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Mikayla Bobb created an article,
Document Customization - POA Contents
When generating Powers of Attorney, there may be certain clauses you want to include, remove or customize to closer match your own precedents. For the POA Property and POA Personal Care documents, ...
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Mikayla Bobb created an article,
Document Customization - Administrative Provisions
You may have certain preferred administrative provisions you would like to populate in every will. For the Single Will, Short Will and Multiple Will documents, you can customize the precedent and c...