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  1. e-State Planner
  2. Client Management
  3. People

People

  • Dealing with a Deceased Spouse
  • Edit a Client's Profile Information
  • Add a Family Member to the Family Tree
  • Edit a Family Member's Information
  • Nicknames for Family Members and Other Individuals
  • Indicate if a Family Member has a Special Circumstance
  • Indicate if a Client has a Marriage, Cohabitation, Separation or Divorce Agreement
  • Add a Distant Family Member
  • Remove a Family Member from the Family Tree
  • Add a Non-Family Member
  • Family Tree Icons
  • Zoom In/Out on the Family Tree
  • Print the Family Tree
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