Mikayla
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Recent activity by Mikayla-
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...
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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...
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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 ...
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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...
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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...
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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...
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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...
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Document Inputs
On a Professional Plan, you can choose between using your own, another user's or the firm's document customization inputs at the client level. This means that an individual will be able to select ...
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Ordering Initial Gifts
Some clients have a preference as to how gifts are ordered in the will. For example, they may want all the gifts to the children to appear first, followed by the gifts to the other family members, ...
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Creating Spousal Trusts
A spousal trust is a type of gift that can be used to control how much of the client's estate goes to the spouse. It ensures that when the spouse passes, anything that remains is gifted to the clie...