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  1. e-State Planner
  2. Document Generation
  3. Global Customization

Global Customization

Global document preferences

  • Gift Options - Disable Segment Labels
  • Gift Options- Group Gifts by Scenario
  • Gift Options Customization - Simple Unlimited Encroachment
  • Pronoun Customization Options
  • Deliberate Exclusion/Forfeiture Options
  • Document Naming Customization
  • Document Customization
  • Will Customization Overview
  • General Customization
  • Document Customization - Definitions
  • Document Customization - Administrative Provisions
  • Document Customization - Attorney Pluralization
  • Name Options Customization
  • Footer Customization
  • Document Customization - Gift Options
  • Relationships for Family Members and Other Individuals
  • Paragraph Numbering Style
  • Default Witness Customization
  • Affidavit of Execution Customization
  • Document Customization - User vs. Firm Settings
  • POA Customization Overview
  • Document Customization - POA Custom Content
  • Document Customization - POA Contents
  • POA Property Customization
  • POA Personal Care Customization
  • Reporting Letter Customization
  • Reporting Letter Content Customization
  • Retainer Agreement Customization
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