Mikayla
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Recent activity by Mikayla-
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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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...
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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...
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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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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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Document Preferences
How do I change the document customization preferences for a specific client? If you wish to make changes to the document preferences for a specific client file, you can do so after selecting the d...
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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, Alberta and British Columbia. To generate documents for either...