Mikayla
- Total activity 291
- Last activity
- Member since
- Following 0 users
- Followed by 1 user
- Votes 0
- Subscriptions 148
Activity overview
Latest activity by Mikayla-
Mikayla created an article,
Document Review: Preview, Manage and Download Documents
What is the new Document Review feature?The new Document Review experience makes it easier to preview, manage and download client documents. The updated interface introduces document version histor...
-
Mikayla created an article,
Inherited Assets
What is the Inherited Assets feature?The Inherited Assets feature makes it easier to visualize how assets owned solely by the spouse transfer to the client when the spouse passes away.Previously, a...
-
Mikayla created an article,
eState Flow Overview
What is eState Flow?eState Flow provides a dynamic, visual representation of a client’s estate plan that is automatically adjusted depending on the client's situation at death.Clients often ask “wh...
-
Mikayla created an article,
Gift Options Customization - Simple Unlimited Encroachment
This option is for lawyers who prefer a simpler clause where a trust provides for unlimited capital and income encroachment, This option is available where:There is a trust cash giftIncludes an age...
-
Mikayla created an article,
Syncing Document Settings Between Spouses
How do I sync the document settings from one spouse's profile to the other?If you are dealing with a spouse client file and wish to copy the document settings into the other spouse's profile, you c...
-
Mikayla created an article,
Questionnaire Customization
How do I customize the questionnaire? Once logged in, go to the forms tab. Here you will see listed the default questionnaire (included in everyone's account) as well as any custom questionnaires y...
-
Mikayla created an article,
Pronoun Customization Options
What are the different options for pronoun naming customization? When referring to a group of beneficiaries or appointees in the will, you now have the option to choose which pronouns you would lik...
-
Mikayla created an article,
Deliberate Exclusion/Forfeiture Options
What are the different options for Deliberate Exclusion/Forfeiture customization? When a beneficiary is being treated unequally, most typically when a child is treated differently than their siblin...
-
Mikayla created an article,
Document Naming Customization
What are the different options for document naming customization? You can now customize the name of each generated document type to include key identifying information to make it easier to recogniz...
-
Mikayla created an article,
Using eState Planner to Draft BC Documents
eState Planner now has the ability to generate BC-specific documents. This means that as a BC user, when you go to generate documents, the drafts will specifically reference BC provisions and legis...