Mikayla
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Recent activity by Mikayla-
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...
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Sending the Questionnaire
How do I send the online client intake questionnaire? Navigate to the "Clients" tab from the right hand panel. Click the "+Add" button. Enter the client's first name, last name and email and chec...
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Will Customization Overview
How do I set the global customization preferences for the Wills? Go to the "Documents" tab. Click the three dots on the right side of "Single Will" or "Multiple Wills" and select "Configure" from ...