New Features: Retainer Agreement, Provisions Sync & Graphic Summary

Today, we are excited to announce three new features to eState Planner: Retainer Agreement, Provisions Sync, and Updated Graphic Summary.

Retainer Agreement - Save time when engaging a client

Retainer Agreements are important to set expectations and limitations of your retainer. You can automatically generate a Joint or Single Retainer Agreement directly from eState Planner.

Read our help desk article for more information about our Retainer Agreement.

Provisions Sync - Mirror wills with one click

Creating a mirror will is easier than ever. You can now sync the Provisions Options between spouses. This will mirror the Provisions for Funeral Arrangements, Future Class Members, Class Restrictions, Trust for Beneficiaries Under a Certain Age, and Secondary Will Asset Definitions. 

Read our help desk article for more information about Provisions Sync.

 

Updated Graphic Summary - Improve client understanding

The graphic summary has been updated. It now contains more information in a new layout so it's easier on the eyes.


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