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Product tutorials and frequently asked questions. Use "CTRL + F" to search this page.
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Getting Started

How do I sign-up?

Go to the app sign up page where you will be asked to provide some basic profile information in order to setup your account.

How do I request a tutorial?

Email us with your availability and you will be provided with a tutorial time and further details.

How are demos conducted?

Demos are conducted through Zoom, a screen share application. Once you schedule your demo time with an e-State Planner team member, they will provide you with a Zoom link. At your scheduled time, click the Zoom link to be brought into the meeting. You can either use your computer audio or dial into the meeting by calling Zoom and entering the meeting ID that has been provided to you. The e-State Planner team member will then share their screen and walk you through a basic overview of the program. Demos typically take around 30 minutes.

How does payment work?

The credit card provided during the sign-up process will be charged for all fees incurred - this includes both monthly user and per client costs. You will receive an automatic invoice each month detailing your incurred charges.

How do I cancel my subscription?

Contact a member of the e-State Planner team to unsubscribe. You may cancel your subscription at any time.

Is there a limit to how many tutorials I can request?

Nope! You can request as many tutorials as you would like. We’re here to help, and encourage you to book tutorials until you feel comfortable using the program on your own.

What is covered in a tutorial?

Tutorials are like demos, but reversed - once in the Zoom meeting, you will be asked to share your screen, and an e-State Planner team member will guide you through the planning process. You can use one of your old client files, one of your current files, or even do a will for yourself - whatever you feel most comfortable with. The team member will guide you through the process from start to finish, highlighting features and answering your questions throughout.

How do I access my account?

Open a search browser (Google Chrome, Safari, Firefox, Edge) and go to e-stateplanner.com. Click the login button. Enter your username and password and you will be brought into your account.

Are there special system requirements?

e-State Planner is not compatible with Internet Explorer - in order to access your account, you will need to use a different browser. Since the program is cloud-based, you don't need to download any software onto your computer, simply open a search browser and access your account through the website.

What if I can’t remember my password?

If you forget your password, you have the option to reset it. On the login page, click “forgot password”. Enter your email and you will be sent a reset link. Click the link and create a new password.

Is the client’s data secure? Where is it stored?

All data from e-State Planner is stored in the cloud, with servers in Eastern Canada. All data is encrypted and protected - similar to the security of an online banking platform.

Users

Why should I enter the User's occupation and address?

If a User may be a witness for any wills, you may want their occupation and address information to populate in the Will and in the Affidavit of Execution. Type their occupation. street address and city in the respective fields and select their province from the drop-down list.

When should I add a new user?

If you would like another individual at your firm, whether it be a law clerk, lawyer or estate planner, to have their own separate account login, you will need to add them as a new user. This will allow you to access your account at the same time as another individual at your firm.

How do I add a new user?

Go to the “users” tab on the main page of your account. If it is hidden, click the three lines in the top left corner to reveal. Click “add” and enter the new user’s first name, last name and email. If you are appointing them as an administrator, check the box. Click “add” to send an email to your new user. They will receive a link prompting them to create a password for their login credentials.

What is the difference between an administrator and non-administrator?

If you appoint a new user as an administrator, they will have access to everything in the account. This includes visibility into all clients added to the system, other users, templates, macros and billing. If you do not choose to appoint a new user as an administrator, they will only have access to the clients they add into the system as well as those that other users mark them as a contributor on.

Is there a cost to adding new users?

There is a monthly cost associated with each additional user added to your firm. This cost is incurred once the new user creates their login credentials and accesses the account. Visit the Pricing page on our website for up to date pricing.

How do I remove a user?

To remove a user from the system, click the three dots on the right side of the user you wish to delete and select “remove” from the dropdown list. This will remove the user from the system and restrict any further access to the account. If the user is marked as a primary contributor on any clients in the system, the client must be edited and the primary contributor must be changed to another user on the account before the system will let you delete the user. This is to ensure any clients they have added or worked on will remain in the system.

Clients

How do I add a client?

Ensure you are on the client tab. Click “add” and enter in the client’s first and last names. These are the only mandatory fields that must be filled out in order to add the client. Click “add” in the bottom corner to add the new client to the system.

How do I add a spouse client?

The spouse client function links the two spouses together in the system. Any shared family tree, joint asset and planning information can be entered once and then synced between the two spouses. To activate this feature, add the first spouse as a client. Then, when adding the second spouse, select the first spouse’s name from the “spouse client” drop down list. When you add the second spouse to the system, they will now be linked.

What is the questionnaire?

The questionnaire is an online form where clients have the opportunity to enter in their profile, family tree, asset and debt information. All information entered in the questionnaire by the client is automatically populated into your account.

How do I send the client the online questionnaire?

When adding a new client, enter their email and check off the “use questionnaire” box. The client will be sent an email with a link to the questionnaire. To ensure their information is secure, and to allow them to complete the questionnaire in more than one sitting, they will be required to create a password.

How does the client access the questionnaire?

Once the client clicks the link, creates a password, and activates their account, they will be able to log back into the questionnaire at any time. To do so, they should go to e-stateplanner.com, select “login” and enter the credentials they created when they activated their questionnaire account.

Is there a way to tell whether or not the client has completed the questionnaire?

All changes to the questionnaire made by the client will be automatically reflected in your account. This will allow you to monitor the progress the client has made (you can prompt them to fill out certain sections with more details if necessary). Once the client has completed the questionnaire, both the primary and secondary contributors will receive notification emails.

Can you fill out both spouse’s information in one client questionnaire?

As long as they are linked in the system, you are able to send one spouse the questionnaire to fill out for the both of them.

What is the difference between “Invited” and “In Progress”?

If you have opted to use the online questionnaire, once that client has been added to the system they will be marked as “invited”. This status will be changed to “in progress” once they have activated their questionnaire by creating login credentials.

How do I resend the client questionnaire?

Before resending the questionnaire, check to make sure the invite has not ended up in their junk mail. To resend the questionnaire, click the three dots on the right side of the client and select “edit”. Uncheck “use questionnaire” and save your changes. Refresh your browser. Go back to the three dots, select “edit”, re-check “use questionnaire” and save your changes. The client will be sent an email with a new link to the questionnaire.

Can I prevent clients from making further changes to the questionnaire?

To lock a client out of the questionnaire, click the three dots on the right side of the client, select “edit”, uncheck the “use questionnaire box” and save your changes. The client will no longer have access to the questionnaire and will be prevented from making any further changes.

How do I add a contributor?

When adding a client, you must choose a primary contributor from the drop-down list. The primary contributor can be any of the users associated with the account. Adding a secondary contributor is optional. To do so, click on “secondary” and select a user from the list. Your primary and secondary contributor must be different users. You can add more than one secondary contributor - click on the line beside the first secondary contributor and select another user from the list.

What is the purpose of adding contributors?

Appointing a user as a contributor provides the user with access to that client. If the user has not been appointed as an administrator, they will only have access to the clients they are appointed as contributors on (users marked as administrators will have access to all clients). Contributors will also receive email notifications when that client has completed their questionnaire.

What is the difference between a primary and secondary contributor?

On emails to the client, a user marked as a primary contributor will be the primary “To” whereas a user marked as a secondary contributor will be listed as a cc.

How do I remove a client from the system?

Click the three dots on the right side of the client and select “remove” from the drop down list. Once you click “remove”, all data associated with this client will be deleted from the system and cannot be recovered.

How do I access a client’s profile?

Click on the client’s name to enter their profile. You will always be brought directly to the client’s family tree page. To access other parts of their profile (assets, scenarios etc.), click on the different tabs on the left side of the screen. If hidden, click the three bars in the top left corner of the screen to reveal the tabs.

Why is gender a mandatory field?

In order for the wording of the will to come out properly, a gender must be selected from the drop down list. If an individual does not identify as a male or female, you can select the “not specified” option.

People

Why am I seeing a completed family tree when I have not made any changes?

If you go into your client’s account and see a fully or partially completed family tree, it likely means the client has already filled out this section of their online questionnaire. Any changes they make in their questionnaire are automatically populated into your account.

How do I edit the client’s profile information?

Click on the black client icon and select “edit”. Make any changes you would like and click “save”. It is best practice to start the e-State Planner process by editing the client and filling in their profile information. The mandatory fields that are required in order to add the client are “first name”, “last name”, and “gender”. All other fields are optional, however, the more information the better, as the system provides you with advisor alerts based on the information you have provided.

What date format is used?

The system accepts both typed dates (ex. January 15, 2002), and month/day/year (ex. 01/15/02). The system will automatically calculate that individual’s age based on the date entered.

How do I add a family member to the family tree?

Select the icon of the individual you wish to add a family member to (the blue circle should surround their icon). Click the “add” button and select an option from the drop down list. You can add that individual’s parent, child, sibling or partner. If adding a partner, you will need to select the current status of the relationship.

How do I add a grandchild or nephew?

You may notice that these relations are not options when you go to add a new family member. To add a grandchild, you will need to add your child and then add a child to that child. To add a nephew, you will need to add your sibling and then add a child to that sibling.

Does the system accommodate broken families?

The system will allow you to add step siblings and half siblings. To do so, instead of adding them as a sibling, you add them as a child to their respective parents. This is how the system can differentiate between full, half and step siblings.

How do I edit a family member’s information?

Select the icon of the individual you wish to edit (make sure the blue circle is around their icon) and click “edit”. Click the save button in the bottom corner once you are satisfied with the changes.

How do I indicate if a family member has special circumstances?

Scroll down and click “special circumstances” to reveal the section. Mark off any that are applicable by clicking the button on the right. Once clicked, you will have the option to type in further details.

Why is the client’s special circumstances section different from the family member’s?

Aside from the disability option, for a family member, the special circumstances section focuses on details pertaining to their relationship with the client. For the client, the special circumstances section focuses on potential capacity issues.

How do I delete a family member?

Select the icon of the individual you wish to delete (ensure the blue circle is around their icon) and select “remove”. If that family member has any descendants on the family tree, the system will not allow you to delete them.

Where do I add involved parties that are not family members?

If you wish to add people that will be part of the estate plan but are not family (a relevant beneficiary or estate trustee), go to the “other” tab and select “add”. This individual will not appear on the family tree, but their information will be recorded in the system.

What is the significance of the different icon colors?

The client icon will always be black. This is to help you differentiate the client from other members of the family tree. Individuals marked as female will receive a pink icon. Individuals marked as male will receive a blue icon. Individuals marked as not specified will receive a grey icon. 

How can I see the entire family tree?

If you are dealing with a large, comprehensive family tree, the slider on the right side of the screen will allow you to zoom in and out depending on the view you would like. For more information and to see names, zoom in by moving the slider to the top. To zoom out, move the slider down.

Can I print the family tree?

Unfortunately, the system does not currently support the generation of a family tree document. The best solution is to take a screenshot (use the snip + sketch program if you are on a PC) and produce a printout that way.

Assets

Why am I seeing assets when I have not made any changes?

If the client has filled out this section of their online questionnaire, their assets will be present in your system. You can make as many changes to these assets as you would like. All clients start out with the “personal effects” asset, as it acts as a reminder to gift the personal effects during the planning process.

What are the different categories of assets?

There are four asset categories to choose from - financial, personal effects, real estate and miscellaneous. Within each category there are subcategories - specific asset types you can select. Financial assets are generally monetary accounts such as investment portfolios, banking accounts and RRSPs. Personal effects involve specific items you wish to bequest such as antiques, artwork and jewelry. Real estate lists any property such as home, cottage or condo. Miscellaneous covers items that don’t fit into any of the above categories such as digital assets, pets and royalties.

Do certain assets require different types of information than others?

Depending on the type of asset you wish to add, you will be prompted for different pieces of information. For example, if you wish to add a bank account, you will have the option to enter account details, the financial institution the account is under, the account number, the balance of the account and the tax information. 

Why won’t the system allow for me to add this real estate asset?

When adding an asset from the real estate category, you are required to enter the country. If the country is Canada, you are also required to enter the province. Both of these fields must be filled out in order to add the asset to the system.

How do I add an asset?

Select the “add” button, choose an asset category and a specific asset within that category. Fill out the fields (mandatory fields are indicated with an asterisk), and click “add” in the bottom corner.

How do I edit an asset?

Click the three buttons on the right side of the asset and select “edit” from the drop down menu. Make changes as you wish, and click the save button in the bottom corner once you are satisfied.

How do I delete an asset?

Click the three buttons on the right side of the asset and select “remove” from the drop down menu. A window will pop up asking you to confirm that you wish to delete this asset from the system. Click “remove” and it will be deleted.

How do I indicate the ownership breakdown of the asset?

You must indicate whether each asset added to the system is owned solely, jointly, partially or in a trust. For all assets, the default is sole ownership. If the asset is jointly owned, you will have to indicate the name of the individual who shares ownership. If they have already been added into the system, their name will appear as an option to choose from when you click on the line. If the ownership is partial, you can add multiple different owners and indicate the percentage of ownership each individual has. If the asset is a part of a trust, you can specify the details of that trust in the description field.

How do I mark an asset as joint with the spouse?

Start by selecting the specific type of asset you wish to add. In the ownership section, select “joint” from the drop down list. Click the line beside the client’s name and select the spouse from the drop down list. Any assets marked joint with the spouse can be synced between the two profiles. This will prevent you from having to add the asset in twice (in both spouses accounts).

How is the probate tax calculated?

e-State Planner automatically calculates any probate tax on the asset based on the jurisdiction from which the user created the account in. If you are an Ontario lawyer, probate tax will be calculated according to Ontario law.

Why isn’t the income tax calculated?

Due to the variability of different client’s tax brackets, the income tax is a manual calculation. When adding the asset, it is best practice to enter the highest possible tax you could incur - 50% of an RRSP or 25% of the capital gain of an asset. During the planning process, depending on how specific assets are gifted and designated, the system will know to deduct tax accordingly.

Debts

What is the purpose of the estate trustee compensation debt?

If the client decides to compensate the appointed estate trustee for a specific dollar amount, you can note this amount in this section to show it as a liability of the estate. This will give the client a more accurate estimate of what their entire estate is valued at (at this point in time), as the total value will take into account any debts added to the system.

If I have already added a mortgage in the mortgage/encumbrances field in the assets section, should I also add it in the debts section?

No, you should not. If you add it in both sections, it will double-count the debt. If it is associated with a specific asset (such as a house), you should add it in the mortgage/encumbrances field as it will reduce the amount of probate tax associated with that asset. If it is not associated with a specific asset, you can add it in the debts section.

Why am I seeing debts when I have not made any changes?

If the client has filled out this section of their online questionnaire, their debts will be present in your system. You can make as many changes to these debts as you would like.

What are the different categories of debts?

There are two categories of debts to choose from - financial and testamentary.  Financial debts are generally current liabilities like lines of credit or amounts owing. Testamentary debts are future liabilities that may figure into the calculation of the estate like executor’s compensation or professional fees.

Do certain debts require different types of information than others?

Depending on the type of debt you select, there will be different fields of information to fill out. For example, if you were to add a credit card debt, the system would prompt you for the name, details, financial institution and balance of the card. Fields with an asterisk must be filled out in order to add the debt to the system. All other fields are optional.

How do I add a debt?

Click the “add” button, choose a debt category and a specific debt within that category. Fill out the required fields and click “add” in the bottom corner.

How do I edit a debt?

Click the three buttons on the right side of the debt and select edit from the drop down menu. Make changes as you wish, and click the save button in the bottom corner once you are satisfied.

How do I delete a debt?

Click the three buttons on the right side of the debt and select “remove” from the drop down menu. A window will pop up asking you to confirm that you wish to delete this debt from the system. Click “remove” and it will be deleted.

Scenarios

How can I see the amount of probate tax that would be saved if multiple wills were drafted?

Once in a scenario, click on “summary” and scroll to the bottom. Click the “Apply Multiple Wills Planning” checkbox, and the amount will be shown in green beside “probate tax saved”. 

Do I need to plan for all three scenarios?

You only need to plan for the scenarios that apply to your client. If your client has a spouse and children, you will need to plan for all three scenarios. If your client does not have a spouse, you will only need to plan for the “descendants only” and “no descendants” scenarios. If your client does not have children (and is not planning on having future children) then you will only need to plan for the “no descendants” scenario.

How do I switch between scenarios?

There are two ways to switch between scenarios. If you are already in a scenario, click the name of that scenario in the top left corner and select a different scenario from the drop down list. You can also click the “scenarios” tab and then select a different scenario.

Once in a scenario, how should I start planning?

This is up to each individual user, however we would advise you to start at the top and work down. Begin by dragging over any assets that are joint with or designated to another individual. This will assign all the assets that fall outside of the estate so you can get a more realistic understanding of the tax and residue values for that scenario. Next, create any initial gifts - cash legacies or specific asset bequests. Lastly, divide up the balance of the estate either using a macro or manually dividing it into segments and creating gifts within those segments.

How can I tell which assets have already been distributed and which remain?

In each scenario, the box on the left side of the screen lists all assets that have been added to the system. Anything that has not been distributed will appear in dark green under “remaining assets/balance of estate”. Anything that has been distributed will appear in light green under “distributed”. Click the downwards arrow to reveal the list of assets that have been distributed.

Is there a way to see a summary of the allocation of assets?

Click “summary” in the top corner of the “assets” box. The pie chart will present a visual breakdown of the assets. Joint/designated assets are denoted with a blue segment, initial gifts with pink and the balance of the estate with yellow. If you hover your mouse over different segments of the chart, you can see the total amount of assets in that category.

How can I tell how much income tax and probate tax I’ve saved?

Once in a scenario, go to the “summary” tab. You can find the values for the amount of income tax and probate tax saved at the bottom of the box. These values will change based on how you plan - e-State Planner will know to deduct accordingly if the asset falls outside of the estate or in a spousal rollover situation.

How do I remove a specified beneficiary?

To remove a specified beneficiary, click the three dots on the right side of the box and select “remove”. The specified beneficiary along with any assets you have marked as joint with or designated to them will be removed. The assets will reappear in the “remaining assets/balance of estate” list.

What does the “copy to” function do?

The “copy to” function is there to save you time by preventing you from having to add a specified beneficiary and their joint/designated asset to multiple scenarios. If the asset is joint with or designated to a child for example, this designation will likely apply in both the “surviving spouse” and “descendants only” scenarios. Instead of having to add the individual and drag and drop the asset over in both scenarios, do so in one and copy to the other scenario. Click the three dots on the right side of the box and select “copy to” from the drop down. Select the scenario you would like to copy it to. It will now appear in both scenarios.

Why won’t the asset save when I drag it over to the joint/designated assets section?

You will need to add a beneficiary before you can drag the asset over to the joint/designated asset section. Unlike the initial gifts section, the joint/designated asset section requires you to add a beneficiary before dragging and dropping the asset in the category.

Joint/Designated Assets

How do I mark an asset as joint with or designated to another individual?

Click the “joint/designated assets” bar to reveal more details. Add the individual that the asset is joint with or designated to. Select “add”, then click the “specify beneficiaries” box and select the individual’s name from the drop down list. If their name does not appear on this list and you have not yet added them to the system, click the person plus icon and select “new person” from the drop down. Fill out their details and click “add”. Click the green check mark to save your changes. Then, drag and drop any assets that are joint with or designated to that individual.

Can I mark an asset as designated to more than one individual?

Yes, you can. Click the “specify beneficiaries” box and select your first beneficiary from the drop down list. Then, click in the box beside the first beneficiary’s name and select your second beneficiary from the list. Continue to do this until you have specified all beneficiaries. Click the green check mark to save. Then, select the asset that is designated to this group of beneficiaries and drag it over to the box.

Can I mark an asset as designated to a charity?

Yes, you can. If you have already added this charity to the system, click the “specify beneficiaries” box and select it from the drop down box. If it is not in the system, click the person plus icon and select “new charity” from the drop down. Fill out the details and click “add”. Click the green check mark to save. Select the asset that is designated to this charity and drag it over to the box.

How do I edit a specified beneficiary?

To make changes to the specified beneficiaries, click the three dots on the right side of the box and select “edit beneficiaries” from the drop down list. Make the changes you wish and click the green check mark to save.

Initial Gifts

How do I create a Henson Trust Gift?

To create a Henson Trust gift, first insure the beneficiary you are gifting to is marked off as disabled in the people section. Double click their icon to edit, scroll down to the special circumstances section and click the button to mark off that the individual is disabled. Then, in the scenarios section, create a trust gift, setting the duration of the trust to the death of the beneficiary and marking the trustees discretion as unlimited. In the will, the clause wording will be set up in a way that creates a Henson Trust.

How should I deal with an RESP?

You should gift it in the initial gift section. If you gift it to the children in the descendants only scenario, it will populate with language instructing the trustees to continue contributing for the benefit of the children.

Do I have to put the general personal effects in a trust if I am gifting to underage children?

No, you do not. The general personal effects clause will populate with specific language that will cover situations in which the beneficiary is underage at the time of receiving the gift.

Why is it important to gift the general personal effects in the initial gift section?

Gifting the general personal effects in the initial gift section is important because it triggers a general personal effects clause in the will. If you gift it in the joint/designated assets section or let it fall into the residue, this specific clause will not populate.

How do I create a specific asset bequest?

Click the “initial gifts” bar to reveal more details. Select the asset from the “remaining assets/balance of estate” list. Drag and drop the asset into the “drop assets here” box. Decide if you would like to gift that asset absolutely or in a trust. Select your beneficiaries, and fill in the remaining fields. Click “add” in the bottom corner to add your gift to the system.

How do I create a cash legacy?

Click the “cash gift” button in the bottom corner. Decide if you would like the cash to be gifted absolutely or in a trust. Select your beneficiaries, specify the amount of the legacy and fill in the remaining fields. Click “add” in the bottom corner to add your cash gift to the system.

What is the difference between “absolute” and “trust?”

For any gift, you have two choices - absolute or trust. Absolute gifts are gifts with no strings attached. This will allow the beneficiary to do whatever they want with the inheritance - spend it all, give it away during their lifetime or make a new will and give it to whomever they want to upon their death. Trust gifts are those that have strings attached, used when the client wants to control what happens to the inheritance in the future or protect or secure things for the beneficiary. In the program, if you choose to gift an asset in trust, you will have more fields of information to fill out.

How do I gift an asset to a class of beneficiaries?

If you wish to select a class of beneficiaries instead of an individual, click on “beneficiaries”, scroll down and select the class (Ex. grandchildren) from the drop down list.

What if the beneficiary does not appear on the drop down list?

If you wish to give a gift to a beneficiary that has not been added into the system, click the person plus icon and select “new person” from the drop down. Fill out their details and click “add”.

Can I gift an asset to a charity?

Yes. If the charity has been previously added to the system, select their name from the drop down list. If not, click the person plus icon and select “new charity” from the drop down. Fill out the details and click “add”.

How do I edit an initial gift?

Click the three dots on the right side of the gift and select “edit” from the drop down menu. Make any changes you would like and click “save” in the bottom corner once you are finished.

How do I remove an initial gift?

Click the three dots on the right side of the gift and select “remove” from the drop down menu. The gift will be removed from the system. The assets will reappear in the “remaining assets/balance of estate” list.

What does the “clone” function do?

The “clone” function can be a great time saver if you are creating several cash legacies for the same amounts with the same stipulations. To activate, on any cash gift, click the three dots on the right of the gift and select “clone” from the drop down menu. A pop up will appear with the same details as the previous cash legacy. Change the beneficiary and click “add” in the bottom corner. This prevents you from having to create a new cash legacy and renter all the details of the gift.

What is the purpose of the “copy to” function?

The “copy to” function is there to save you time by preventing you from having to create the same initial gift multiple scenarios. Instead of having to add the gift in all scenarios, do so in one and copy it to the others. Click the three dots on the right side of the gift and select “copy to” from the drop down. Select the scenario you would like to copy it to. It will now appear in both scenarios.

How do I remove all initial gifts from a scenario?

If you wish to remove all initial gifts from a scenario with a single click, select the “clear” button.

Balance of Estate

How does the Balance of Estate section work?

The balance of estate section is where you specify the details around the division of the residue. The residue can be divided in two ways - manually or by running a macro. First, you must create segments to divide the residue into different portions. Then, within each of those segments, you must add gifts and specify their details. Depending on what you prefer, you can either create several segments with a single gift designation, one segment with several gift designations or a combination of both.

How do I manually divide up the residue?

Click the “add segment” button. Choose a name for your segment - the default is “Segment 1” but this can be changed depending on your division plan. If you are only planning on creating one segment, leave the percentage at 100. If you are planning on creating multiple segments, specify a percentage value for the current segment. Click “add” in the bottom corner. Now you must add a gift (or gifts) within that segment. Click “add gift” and decide if you want to gift absolutely or in a trust. Enter the beneficiary information and fill in the other fields. If you are gifting the entire segment to the specified beneficiary, leave “percentage of segment” at 100. If you are planning on creating multiple gift designations within the segment, specify a different percentage value. Click “add” in the bottom corner to create the gift. If you are creating multiple segments, click the grayed out “segments” button to be brought back to the first page where you can add additional segments.

What does “run macro” do?

The “run macro” function speeds up the process by using preset templates to divide up the residue at the click of a button. Clicking “run macro” will bring up a list of all macros in your account - pre-populated system macros and any custom macros you have created. Click the macro you would like to use and the residue division will be automatically updated. You can also use a macro as a starting point and make any edits you require, instead of doing the entire process manually.

What is the purpose of the “copy to” function?

The “copy to” function gives you the ability to copy a residue division plan to another scenario. To copy a specific segment and its gift designation to another scenario, click the three dots on the right side and select “copy to” from the drop down. Choose the scenario you would like to copy to. It will now appear in both scenarios. To copy the entire residue division plan to another scenario, click “copy to” and select a scenario from the drop down list.

How do I edit a segment?

Click the three dots on the right side of the segment and select “edit” from the drop down list. Make the changes you wish and select “save” in the bottom corner.

How do I edit a gift within the segment?

Click on the segment to access the gift within it. Either click directly on the gift or click the three dots on the right side and select “edit” from the drop down menu. Make the changes you wish and select “save” in the bottom corner.

How do I delete a segment or gift within the segment?

Click the three dots on the right side and select “remove” from the drop down menu. Select remove and the segment or gift will be deleted. If you remove a segment that has a gift designation within it, both that segment and gift designation will be deleted.

What is the purpose of “clone”?

The purpose of the “clone” function is to speed up the process of creating several different similar segments or gifts within those segments. If for example, you are dividing the residue 5 different ways, with the same amount going to each beneficiary, instead of having to manually create 5 different segments and gifts, you can create 1 and clone it, only having to edit the beneficiary details instead of having to recreate the details in each segment and gift.

How do I clone a segment or gift within the segment?

In order to clone, the original segment or gift within the segment must be of a percentage of 50% or lower, as the system will not permit the breakdown to go over 100%. To clone, click the three dots on the right side and select “clone” from the drop down list. Then, edit the details. If it is a cloned segment change the name. If it is a cloned gift, change the beneficiary.

How do I get back to the segments page?

Once you are done adding gifts within a specific segment, click on the greyed out “segments” button in the top left corner to get back to the main segments page. Click on a segment to access the gifts within that segment.

Appointments

How do I appoint a primary estate trustee?

Click the “add” button in the bottom corner. Click “appointee” and select the name of the person you would like to appoint from the drop down menu. If they are not currently in the system, add them by clicking the person plus icon, entering their details and clicking “add”. For “condition”, select “none” from the drop down list. Click “add” in the bottom corner. Make sure you add at least one primary estate trustee before you start adding alternates.

How do I appoint an alternate estate trustee?

Click the “add” button in the bottom corner. Click “appointee” and select the name of the person you would like to appoint from the drop down menu. For “condition” select “if all specified cannot act”, “if any specified cannot act”, or “other” depending on the circumstances in which you would want this alternate to be appointed. Click “add” in the bottom corner.

What is the difference between “if all specified cannot act” and “if any specified cannot act”?

There is only a difference between these two options if there are multiple appointees. “If all specified cannot act” is selected, this individual will only be appointed if all of the others named are not able to act. “If any specified cannot act” is selected, this individual is appointed if any of the specific individuals named are not able to act.

How do I edit an appointee?

There are two ways to edit an appointee. You can either click on their name, or click on the three dots on the right side and select “edit” from the drop down list.

How do I delete an appointee?

To delete an appointee, click the three dots on the right side and select “remove” from the drop down list. Click “remove” and this appointment will be deleted from the system.

Power of Attorney

What is the difference between financial and personal care?

In the financial section, you will select appointees that will act as your powers of attorney for property. In the personal care section, you will select appointees that will act as your powers of attorney for personal care. In the personal care section, “compensation” will not be available as an additional provision.

How do I appoint a primary POA?

Click the “add” button in the bottom corner. Click “appointee” and select the name of the person you would like to appoint from the drop down menu. If they are not currently in the system, add them by clicking the person plus icon, entering their details and clicking “add”. For “condition”, select “none” from the drop down list. Click “add” in the bottom corner. Make sure you add at least one primary POA before you start adding alternates.

How do I appoint an alternate POA?

Click the “add” button in the bottom corner. Click “appointee” and select the name of the person you would like to appoint from the drop down menu. For “condition” select “if all specified cannot act”, “if any specified cannot act”, or “other” depending on the circumstances in which you would want this alternate to be appointed. Click “add” in the bottom corner.

Provisions

How do I choose which definitions I want to appear in the Primary and Secondary wills?

To choose your desired definitions to appear in the Will, click the “provisions” tab and scroll to the bottom. Select the checkboxes of the definitions you want to appear in the Wills.

Do I have to uncheck all boxes in the Secondary Will Assets Section if I am doing a single will?

No, you do not. If you are generating a single will, this section will not have any effect on the document. You do not have to check or uncheck any boxes, you can leave as is. This section only affects the generation of multiple wills, as the checked boxes will appear in the secondary will.

If I have made a residue trust for the children who are under age, does this provision still apply?

If you have already set up a specific trust for an underage beneficiary, this provision will not apply. It is a general provision that governs underage beneficiaries that do not already have specific trusts set up for them.

What age should I put as the general trust for beneficiaries under a certain age?

In the program, the duration of the general trust for underage beneficiaries is set to 25. To change this, delete the visible text and type your preferred number. If you wish to make any interim distributions, type in a percentage and age in the empty fields.

What is the general trust for beneficiaries under a certain age?

The general trust for beneficiaries under a certain age will govern any gifts to underage beneficiaries that have not had specific trusts set up for them. Because of this general clause, you do not need to worry about setting up specific trusts for giftover situations, as it will be governed by this clause.

How do I restrict certain members of a class?

If you would like to restrict posthumously conceived children or children born out of wedlock, uncheck their respective boxes. If you would like to include these members, check their respective boxes.

When should I include future members of a class?

If you are leaving gifts to a class of which you think there will be future members (and want those members to be included in any gifts of their class), you should check off the gift to include them. For example, if you are dealing with a young couple who is likely to have more children and want them included in the will, you should click off the “children” box so that any future children will be included in any gifts made to the class of children.

How do I include future members of a class?

To include future members of a class, click the checkbox of the class you would like to include. For example, if you wanted to include future children, click the “children” box and future children will be included in the definition of children.

How do I prevent funeral arrangements from appearing in the will?

To prevent funeral arrangements from showing up in the will, click on the line, and delete any visible text. When you go to generate the will, there will not be a funeral arrangements clause.

How do I get funeral arrangements to appear in the will?

To get funeral arrangements to show up in the will, type your arrangement on the line (Ex. I desire that my body be cremated ). Whatever text you input on the line is what will show up in the funeral arrangements section of the will.

What is the purpose of the Provisions section?

The provisions tab is a place where you can make important decisions that will affect other sections of the will. You can input funeral arrangements, choose whether to include and restrict certain class members, pick an age for your general trust for beneficiaries under a certain age clause and specify which definitions are to be included in the secondary wills (when doing multiple wills) Originally, these changes needed to be manually edited in each individual document, but now, they can be made in the provisions tab in the system.

Reports

What is a report?

Reports are documents that export the information from the system into a downloadable PDF. They are a great resource to provide to clients as they help to break down the estate plan into a digestible format.

What reports can be generated with the program?

Three types of reports can be generated by the program: a profile summary, a scenarios text summary and scenarios graphic summary. The profile summary provides a detailed text summary of all the family members, assets and debts added to the system. The scenarios text summary provides a detailed breakdown of all gift designations for each scenario. The scenarios graphic summary provides a graphic representation of the will for each scenario.

How do I generate a report?

Select the export icon (downwards arrow) in the top right corner. Select “Summaries” from the drop-down list and select the type of summary you would like to generate. Once downloaded, these PDF documents can be printed or saved.

Documents

Error or problem with my template?

If you are trying to generate a custom template document and receive an error message, it's likely that there is mistake in your custom uploaded template which might be causing this problem. Try regenerating the document using the “System” Template.  If that worked, you might have a coding error in your custom template.

How do I get the number of pages of the will to update correctly?

To get the number of pages to correctly update, you must update the field codes of the document. To do so, select all the text (ctrl + a) and then press F9. This will update the field codes and correct the page numbering.

How do I get rid of the draft watermark on the POAs?

To get rid of the draft watermark, go to the design tab and select “Watermark” on the right side of the toolbar. Select “No Watermark” and then “Ok”.

Advisor alerts

What are advisor alerts?

Advisor Alerts are a series of prompts designed to remind you of things you should consider throughout the estate planning process. It will notify you of things you may have missed within the system like an absent gender, gift-over or residency input. It will also prompt you to consider potential income tax burdens on beneficiaries. It is a great resource to check before you begin generating documents.

How do I view advisor alerts?

Click on the ! icon in the top right corner. Advisor Alerts will disappear from the list as you correct them. Click “close” in the bottom corner to hide the list and get back to planning.

Is there a significance to the different colors of the alerts?

The red alerts are of higher significance and can have more substantial implications on the estate plan if they are not properly dealt with. Yellow alerts are of lower significance and tend to be designed as reminders.

There are still advisor alert remaining - can i still generate the will?

The advisor alerts have no effect on the generation of any documents, they are simply there to aid you in the planning process.

Spouse Clients

How do I switch which spouse’s profile I am viewing?

There are two ways you can switch between spouses. Firstly, you can click “clients” to go back to the main page and select the second spouse from the list. Alternatively, if you are already in one spouse’s profile, a faster way is to select the spouse’s name from the drop down list in the top left corner.

How do I sync information between spouses?

First ensure you are in the profile of the spouse you have added all the information to. Then go into a scenario and click the sync button (the spouse’s name) in the top right corner. Repeat this process for all scenarios you would like to sync between the two spouses. To sync appointments and POA designations, click the sync button in the bottom left corner.

What is the best way to enter a spouses' information?

The best process to follow when you are dealing with spouse clients is to begin by entering all information into one spouse’s profile. Then sync any shared information between the two. Then go into the second spouse’s profile and enter any missing information (their soley joined assets) and make any required changes (ex. adding an extra gift or changing an appointee).

What information will sync between spouses?

Any shared family tree information and assets marked as “joint” will automatically sync between spouses. You can also sync the plans for different scenarios as well as any appointments and POA designations.

Macros

What is a Macro?

A macro is a script created by the user that automates a common task. In e-State Planner, macros can be used to save time when dividing up the balance of the estate. If you find that you are splitting up the residue the same way for several different clients, you can create a macro for this gift breakdown, and then run this macro once you get to the client’s “balance of the estate” section.

What is the difference between “custom” and “system” macros?

“Custom” macros are macros that you create in your account. You can edit and delete these macros from the system. “System” macros are pre-populated and universal across all e-State Planner accounts. You cannot make any changes to these macros or delete them from the system.

How do I add a macro?

Go to the “macros” tab on the main page of your account. If it is hidden, click the three lines in the top left corner to reveal. Select the “add” button in the top left. Create a name for the macro. This will be used as an identifier and is best if it describes the breakdown of the residue (ex. Spouse-absolute-entire residue). You have the option to enter a more detailed description in the box below. Enter a percentage value in the “segment” field. Click “add gift”, choose a gift type, select a beneficiary from the drop down list  and fill in the remaining fields. Click “add” to save the gift breakdown. Click “add” in the bottom corner to add your macro to the system. Your macro will be added to the list of macros and can be selected in the “balance of the estate” section. You can create as many macros as you would like. 

How do I edit a macro?

Click the three dots on the right of the macro you wish to edit and select “view” from the drop down list. If it is a custom macro, make the changes you would like and click “save” in the bottom corner. If it is a system macro, you will be able to view the details of that macro but will not be able to make any changes.

How do I delete a macro?

Click the three dots on the right of the macro you wish to delete and select “remove” from the drop down list. Click “remove” to delete this macro from the system. You will not be able to delete system macros from the system, this process will only work for custom macros you created in your account.

Templates

How do I set the global default customization preferences for Wills?

  1. Go to the "Documents" tab.
  2. Click the three dots on the right side of particular document that you wish to configure and select "Configure" from the drop-down list.
  3. Make your changes and select "save" in the bottom corner.

Note: Your global preferences in the "Documents" tab will be the Default configuration each time that document is generated. However, each time you generate the document you can change the configuration for that particular client's document. Only Administrators can change the default settings, but any User can change the setting for a particular client when the document is generated.

What options do I have in the "General" section?

In the "General" section, you can choose to include certain provisions by checking the box:

  • "Registered Asset Designation"- the will includes a designations of registered assets (such as RRSPs) based on the assets that were dragged and dropped into the Joint and Designated Assets Section of any Planning Scenario.
  • "Joint/Designated Asset Confirmation"- the will includes a clause confirming assets held jointly or with a beneficiary designation are intended as a gift and not held on resulting trust by the surviving joint owner or designated beneficiary.
  • "Counterpart Execution" -the will includes testimonial clauses regarding execution in counterpart.
  • "Simplified Provisions" -the will excludes many definitions and other provisions to be a shorter, simpler version of the will. 
  • "Will Guide" -Guide will populate at the end of the will document that will help clients understand the purpose of each clause in their will.

What customization choices can I make in the "Default Witnesses" section?

In the "Default Witnesses" section, you can choose which individuals will appear as witnesses at the bottom of the will document. If chosen, their name and address and occupation will appear.

  1. To choose your first witness, click "Deponent" and select a name from the drop-down list.
  2. To choose your second witness, click "Other" and select a name from the drop-down list.

Note: In order to be chosen from the drop-down list as a witness, the individual must be a e-State User. If they are not a User, you can manually enter their information in the document.

What options do I have in the "Affidavit of Execution" section?

In the "Affidavit of Execution" section, you can choose whether or not you want to generate Affidavit of Execution documents to go with the Will. 

  • If the "Include Affidavit of Execution" box is checked off, an Affidavit of Execution will automatically generate when you generate the Will.
  • If the "Dual Affidavits" box is checked off, two Affidavits of Execution will automatically generate when you generate the Will - one for each witness. 
  • In the "Default Commissioner" section, you have the opportunity to specify the details of the individual who is going to be commissioning the Affidavits of Execution. Type in their Name and City, and select their Province from the drop-down list. This will populate the location of the commissioning of the Affidavit.

What options do I have in the "Name Options" section?

In the "Name Options" section, you can indicate your preferences for how names will be displayed throughout the document. Click the respective checkboxes if you would like the names to be bolded and/or capitalized throughout the will.

What options can I choose for the look and layout of the document in the "Document" section?

In the "Document" section, you can make decisions on the style and formatting of the document. To indicate your preferences, click on the field and select your choice from the drop-down list. In this section you can indicate your preferences on font, font size, page size, page margin and paragraph alignment.

What are the major differences if I select Simplified Provisions for the Will?

For those who wish to use a shorter template for less complicated wills, selecting the Simplified Provisions checkbox will generate a shorter Will. We have removed most of the definitions, several of the administrative provisions and the replacement of trustees provisions. You can see the deleted provisions (click here).

Can I add my own precedent to the system?

Unfortunately your own precedents will not work with the system as they are word documents that do not contain any special coding. The e-State Planner system templates are the only files that contain the proper coding to work with the system. You can make changes to the style elements of the document (font, page sizing).

Billing

How can I update my billing information?

Contact a member of the e-State Planner team and inform them that you will need to make changes. Upon next login, you will be prompted to enter your updated billing information. Once you do so, you will regain access to your account.

How can I access previous invoices?

Go to the “billing” tab on the main page of your account. If it is hidden, click the three lines in the top left corner to reveal. All invoices from previous billing periods will appear on this page. To view the details of an invoice, click the downwards arrow button on the right side of that invoice. The invoice will generate in PDF format.

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