Updates

Follow the latest feature releases, product improvements, and bug fixes.

2020

Enhancement
December 15, 2020

Auto Add Joint Assets

Automatically Add all Jointly owned assets into the Joint and Designated Gift Box

Enhancement
December 15, 2020

Trust Company Provisions

Automatically insert Trust Company provisions into the Will

Feature
December 9, 2020

Specific Distribution for Gift-Overs

Now, you can create bespoke Gift-Overs to anyone - people, charities or classes. Just select “Specific Distribution” and go to town!

Feature
December 7, 2020

Reporting Letters

Automatically generate reporting letters that are customized to your client's specific circumstances.

Enhancement
December 4, 2020

Custom Gift-Over Options

Create bespoke gift-overs to any person, class or charity, in case a beneficiary predeceases.

Feature
November 30, 2020

eState Academy

Online digital estate planning course. One hour self-paced course taught by Jordan Atin - https://academy.e-stateplanner.com/

Enhancement
October 6, 2020

New Advisor Insights

15+ new Advisor Insights include warnings for assets that may have a presumption of resulting trust, risks of Family Law Election, or legacies that may be missing from a spouse's Will.

Enhancement
August 10, 2020

Simplified Will Provisions

You now have the option to generate Wills that exclude non-crucial clauses, if your client's needs and preferences are best served with a shorter Will.

Enhancement
July 30, 2020

Font and Styling Options

Set default options for your documents to generated using you favourite font, size and page layout.

Enhancement
June 29, 2020

Additional Options for Powers of Attorney

Customize contents of your Powers of Attorney by selecting specific options such as triggering events, desire to stay at home and permissions or restrictions on loans.

Enhancement
April 27, 2020

Counterpart Execution

Chose documents that reflect execution by counterpart by selecting that option when generating documents. When selected, customized execution clauses and Affidavits of Execution reflect the counterpart execution.

Enhancement
March 12, 2020

Model impact of applying multiple wills on estate distribution

You are now provided with a checkbox within the client scenarios page that allows you to model the impact that applying multiple wills will have on the current estate distribution for a specific client.

2019

Enhancement
Dec 9, 2019

Show amount of probate and income tax saved

You can now view the total probate tax and income tax saved based on the current estate distribution for each individual scenario.

Feature
Nov 30, 2019

Ability to copy gifts from one scenario to another

You can now copy gifts within Joint and Designated, Initial Gifts, Balance of Residue from one scenario to another scenario.

Enhancement
Nov 27, 2019

My Estate is now an optional beneficiary for Joint and Designated assets

You can now assign certain types of assets to the clients' estate within Joint and Designated assets.

Enhancement
Nov 5, 2019

New system documents and Balance of Estate macros

All customers are now provided a set of out-of-the-box system documents and Balance Of Estate macros. These documents and macros are managed by us and updated on a continual basis to keep up with new features and legislation changes.

Enhancement
Aug 2, 2019

User defined charities made available across firm

Charities that have been added by a user within your firm will now show up as predefined options within beneficiary inputs for other users within your firm.

Feature
May 31, 2019

Added support for client advisory alerts

You now have access to a set of advisory alerts that provide helpful hints and validation messages with respect to the current profile of each individual client.

Enhancement
Jan 4, 2019

Added text and graphic summary reports for client scenario data

Two new reports are now available that can be used to export client scenario data in both a graphic and text-only representation.

2018

Enhancement
December 19, 2018

Client Profile Summary report now available

A new report is now available that contains a summary view of the profile data entered for a specific client.

Feature
December 16, 2018

Online questionnaire is now available

An online questionnaire has been added to the client onboarding process that provides a simple and secure way for a client to define their personal and financial profile information on their own time.

Feature
October 4, 2018

Spouse clients can now be linked together

Linking two clients together will allow you to implicitly synchronize data between connected clients as well as take advantage of automatic synchronization for client profile information.

Feature
September 10, 2018

You can now export all data associated with a client as one file

Now you can export all of the raw data associated with a particular client as a single JSON file.

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