Mikayla
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Recent activity by Mikayla-
Clone Feature
What does the “clone” feature do? The "Clone" feature creates a clone of the gift, including all its specific details. In the Initial Gifts section, you can clone cash legacies. In the Balance of E...
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Advisor Insights Overview
What are advisor insights? Advisor Insights are a series of prompts designed to remind you of things you should consider throughout the estate planning process. It will notify you of things you ma...
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Access Account Invoices
How can I access previous account invoices? 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 "Invoices" ...
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Macros Overview
What is a Macro? A macro is a script that automates a common task. In e-State Planner, macros can be used to save time when dividing up the balance of the estate. In the "Scenarios" section, if y...
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Book a Demo
How do I book a demo? You can book a demo using this link here (https://meetings.hubspot.com/greer1). You can also email support@e-stateplanner.com with your availability and will be provided with ...
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Syncing Appointments Between Spouses
How do I sync the appointments from one spouse's profile to the other? If you are dealing with a spouse client file and wish to copy the estate trustee or guardian appointments into the other spous...
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Spouse with Adult Children ePlan
What plan does the "Spouse with Adult Children" ePlan create? The "Spouse with Adult Children" ePlan automatically plans the "Scenarios", "Appointments", "POA Financial" and "POA Personal Care" sec...
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Adding Gift-overs
How Do I add a Gift-over? You can add a gift-over to a specific asset bequest or cash legacy in the Initial Gifts section, or to a gift in a segment in the Residue section. Add a gift (drag and dr...
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Hotchpot
When should I use a hotchpot? If your client has made any loans to beneficiaries that they do not wish to forgive, and instead want that amount to come out of that individual's share of the estate,...
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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...