Getting Started with
Tuesday at 12:30 PM (ET)
New to e-State Planner? This session is designed to help you learn all the tips and tricks. Follow along as a member of our eState Planner team takes you through a spouse client file from start to finish. During the session, follow along in your own account to get some hands-on experience.
The Webinar Will Cover:
- Information Intake - Setting up new clients, capturing a client's profile, asset and debt information
- Planning the Will - ePlans, Running through all three scenarios, planning for joint/designated assets, initial gifts and residue
- Document Generation - Drafting the Single Will
*By signing up to this webinar you are agreeing to allow it to be recorded and made available.
I can't make it. Can I get a recording later?
Yes, recordings will be sent to registered attendees.
How many CPD hours are available?
30 minutes Substantive
I absolutely love this software product! It is an extremely user friendly and efficient system. The support from the staff at e-State Planner has been exceptional.
eState Planner has been a great resource for our Wills and Estates practice. We are able to draft a Will and Power of Attorney documents, in a matter of minutes; which allows us to serve clients as efficiently as possible. eState Planner is easy for all staff to learn and use, and we look forward to continue using it at our firm.
I do not have the most comfort with technology however my experience with eState is that whenever I need practical or technical support it is provided quickly, effectively and (maybe most importantly) with patience and a good sense of humour!