Mikayla
- Total activity 291
- Last activity
- Member since
- Following 0 users
- Followed by 1 user
- Votes 0
- Subscriptions 148
Articles
Recent activity by Mikayla-
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...
-
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...
-
Document Customization
What customization choices can I make in the "Document" section? In the "Document" section, you can make decisions on the style and formatting of the single will document. To indicate your preferen...
-
Documents Overview
What kinds of documents can be generated? Currently, the program can generate the following types of documents: Single Wills, Multiple Wills, Affidavits of Execution, Powers of Attorney for Propert...
-
Reports Overview
What is a report? Reports are documents that export the information from the system into a downloadable PDF. They are a great resource to provide to clients as they help to break down their estate ...
-
POA Overview
What is the difference between financial and personal care? In the "Financial" section, you will select appointees that will act as your power of attorneys for property. In the "Personal Care" s...
-
Provisions Overview
What is the purpose of the provisions section? The "Provisions" tab is where you go to indicate the client's preferences on decisions that will have an effect on the entire will. Decisions on fu...
-
Appointing Estate Trustees
How do I appoint a primary estate trustee? Click the “+Add” button. Click “People” or "Trust Company", select your first appointee and click "Done" in the bottom corner. Click “Add” in the bottom ...
-
Balance of Estate Overview
Dividing the balance of estate or residue The balance of estate section is where you specify the details around the division of the residue. This article will show you how to create common and comp...
-
Initial Gifts Overview
What is the purpose of the initial gifts section? The Initial Gifts section is a place where you can make specific asset bequests and cash legacies. Anything put into this section will be specifica...