Mikayla Bobb

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Recent activity by Mikayla Bobb Recent activity Votes
  • Family Tree Icons

    What is the significance of the icon colours on the family tree?  eState Planner has coloured the icons on the family tree to help you distinguish the gender of the individual. If provided, it is b...

  • 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 ...

  • 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...

  • Access your Account

    How do I access my account? Open a search browser (Google Chrome, Edge, Safari or Firefox) and go to e-stateplanner.com. Click the "Login" button in the top right corner. Enter your username and pa...

  • Adding Notes

    How do I add a note? Go to the Notes button in the top right corner of the screen. Type your note in the box and click "Add". How do I edit a Note? Click the three dots next to the note.  Click...

  • Choosing a Beneficiary

    How do I gift to an individual beneficiary? Click on the "Beneficiaries" line and select an individual from the drop-down list.   How do I gift to multiple beneficiaries?  Click on the "Benefic...

  • Switching Plans

    How do I switch plans? Go to the "Billing" tab on the main page of your account. If it is hidden, click the three lines in the top left corner to reveal. Click the "Plans" tab. Select the blue but...

  • Cancel, Delete or Downgrade an Account

    How do I cancel or downgrade my subscription? Go to the "Billing" tab on the main page of your account. If it is hidden, click the three lines in the top left corner to reveal. Click the "Plans" t...

  • 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...

  • 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...