Mikayla
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Recent activity by Mikayla-
Beneficiary: Trustee Selection
For which assets can I choose Trustee Selection as the beneficiary? You can have the executor distribute personal effects among whomever he or she sees fit or select who should receiv...
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Loan Forgiveness
What is the loan forgiveness section? This section allows you to choose whether you want to forgive loans to certain individuals. Check the boxes of those that you want to forgive. Doing so will ge...
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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...
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Fundamentals of Estate Planning Course
What is the Fundamentals of Estate Planning Course? This course is designed to give you a solid foundation of estate planning, demonstrating how the use of a structured process can transform your p...
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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...
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Syncing Scenarios Between Spouses
How do I sync a scenario from one spouse's profile to the other? If you are dealing with a spouse client file and wish to copy the planning details from a scenario into the other spouse's profile, ...
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ePlans Overview
What are ePlans? ePlans are estate plans for typical situations that are created with the click of a button. Instead of having to go through the entire planning process step-by-step, you can choose...
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Gift-Over Overview
What is a Gift-over? A gift-over tells us who should receive the gift if the beneficiary is not alive. For example, if you wanted to leave a gift to your child, what would happen if they were no...
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Henson Trust
How do I create a Henson Trust? First you must ensure the "Disability" button has been clicked in the Special Circumstances section for that beneficiary. Navigate to the "People" tab. Double click...
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Notes Overview
What should I add in the notes section? The notes section is a great place to make note of questions you need to ask the client, things you need to confirm with them or actions you have carried out...