Mikayla
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Articles
Recent activity by Mikayla-
System vs. Custom Macros
What is the difference between System and Custom macros? System macros are pre-populated and universal across all e-State Planner accounts. You cannot make any changes to these macros and will not...
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Sign Up
How do I sign up for an account? Go to e-stateplanner.com and select the “Signup” button on the home page. Enter your first name, last name and email and click “Signup”. You will then be sent a ve...
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Questionnaire Customization
How do I customize the questionnaire? Once logged in, go to the forms tab. Here you will see listed the default questionnaire (included in everyone's account) as well as any custom questionnaires y...
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Syncing Provisions Between Spouses
How do I sync the provisions from one spouse's profile to the other? If you are dealing with a spouse client file and wish to copy the provisions into the other spouse's profile, you can do so by u...
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Spouse with Younger Children (Trust for Children) ePlan
What plan does the "Spouse with Younger Children (Trust for Children)" ePlan create? The "Spouse with Younger Children (Trust for Children)" ePlan automatically plans the "Scenarios", "Appointments...
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Automatically Assign Joint Assets
How do I automatically assign joint assets in the Joint/designated beneficiary section? If you have marked the ownership of an asset as "Joint" in the "Assets" section, you can automatically assign...
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Re-Ordering and Removing Gift-overs
How do I re-order a Gift-over? To re-order a gift-over: Select the six dots on the right side of the gift-over option and drag it up or down. How do I remove a Gift-over? To remove a gift-o...
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Switching Plans
How do I switch plans? 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 "Plans" tab. Select the blue but...
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Document Preferences
How do I change the document customization preferences for a specific client? If you wish to make changes to the document preferences for a specific client file, you can do so after selecting the d...
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User Information for Witnessing
Why should I enter the user's occupation and address before adding them to the system? If the new user you are adding to the system is potentially going to act as a witness for any will signings, y...