Mikayla
- Total activity 291
- Last activity
- Member since
- Following 0 users
- Followed by 1 user
- Votes 0
- Subscriptions 148
Articles
Recent activity by Mikayla-
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...
-
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 ...
-
Generating Documents
How do I generate a document?Click the Document Icon in the top right corner.Click the Generate Button (circular arrows) on the right side of the document type you would like to generateClick the D...
-
Generating Reports
How do I generate a report? Select the Export Icon (downwards arrow) in the top right corner. Select “Summaries” from the dropdown list and select the type of summary you would like to generate. ...
-
POA Appointments
How do I appoint a primary POA? Click the “+Add” button in the bottom corner. Click “People” or "Trust Company", select your first appointee and click "Done" in the bottom corner. Click “Add” in ...
-
Funeral Arrangements
How do I include funeral arrangements in the will? Type them on the "Funeral arrangements" line after the "I desire that my body..." text. How do I prevent funeral arrangements from appearing ...
-
Appointing Guardians
How do I appoint a primary guardian? Ensure you are on the "Guardians" tab. Click the “+Add” button. Click “People” or "Trust Company", select your first guardian and click "Done" in the bottom co...
-
Copy To Feature
What does the “copy to” feature do? The “Copy To” feature copies the gift and all its specific details to another scenario. In the Joint/Designated Assets section, you can copy over designations. I...
-
View Advisor Insights
How do I view advisor insights? Click on the "!" in the top corner. Some advisor insights will disappear from the list as you make changes in the system. Click “Close” in the bottom corner to hi...
-
Update Billing Information
How can I update my billing information?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 "Cards" tab.Click...