Mikayla
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Articles
Recent activity by Mikayla-
Ordering Initial Gifts
Some clients have a preference as to how gifts are ordered in the will. For example, they may want all the gifts to the children to appear first, followed by the gifts to the other family members, ...
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Creating Spousal Trusts
A spousal trust is a type of gift that can be used to control how much of the client's estate goes to the spouse. It ensures that when the spouse passes, anything that remains is gifted to the clie...
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Adding Non-User Witnesses
What are non-user witnesses? Non-user witnesses are individuals whose names can be added to the account for the sole purpose of being selected as a witness. These individuals will not be able to ac...
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Two-Factor Authentication (2FA)
What is Two-Factor Authentication (2FA)? Two-Factor Authentication (2FA) is an advanced login process that adds an extra layer of security to your account. Currently, only a username and complex pa...
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Spouse Compare Feature
What is the Spouse Compare Feature When creating mirror wills for spouses, it is crucial to ensure that the clauses in each will match. To catch any minor discrepancies, we have developed the Spo...
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Dealing with a Deceased Spouse
How do I ensure a deceased spouse is not referenced in the will? When handling a client file involving a deceased spouse, it is important to update the relationship status to "widowed" instead of s...
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Preview a Document
What is Document Preview? The Document Preview feature allows you to review a document draft before downloading the document. It's designed to increase transparency behind the drafting language and...
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RESP Clause
How do I trigger an RESP Clause in the Will? Add the RESP as an asset on the assets tab In the Surviving Spouse Scenario, drag and drop the RESP into the initial gifts section. Select the spouse a...
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Pooled Trusts
When creating a Trust gift, there are different payout options. Most commonly, when you have more than one individual beneficiary, for example the client's children, the client will want a separa...
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Gift Trustees
When creating a trust gift, there are different options as to who will be the gift trustee. In some situations, clients prefer to keep it the same as the executor of the estate. In other situations...