Troubleshooting Data Entry for AFEP
- How to save my partially completed interview?
- Why are no testamentary trust wills only available via a customised scope from View?
- How to review the estate planning instructions in Online Interview (aka HotDocs) prior to pressing the Submit button
- What information does View Legal require for estate planning instructions?
- Can a Will be prepared contemplating a future marriage and or divorce?
- How to enter the name of the party in the relevant section in the HotDocs interview
- Can a Will contemplate future children?
- How to choose the appropriate meeting booking for an estate planning matter
- How many parties can I enter in the HD interview?
- Is there an Answer Summary available to print within the Estate Planning Hotdocs interview?
- How do I add multiple testamentary trusts when inputting my customers instructions into the HotDocs Advance interview?
- Instructions as to how to include the gift over provision for specific gifts and the calamity clause
- Completing the Estate Planning interview using the Link Method
- Suggested form of customer asset data required for Estate Planning matters
- I am an accredited adviser with View and I want to do my own estate planning, what do I need to be aware of so that I don’t inadvertently give legal advice to myself or other parties to my documents?
- Do View Legal testamentary trust (TT) wills allow executors to distribute the share of the estate directly to the relevant beneficiary instead of a TT?
- Estate going direct to spouse, but the spouse is named as Nominated Beneficiary, trustee and/or principal of the testamentary trust
- Can I edit my answers in the webform of an estate planning matter after I have submitted it?
- How do I complete the ‘Nominated Beneficiary’ question when I have multiple testamentary trusts and the spouse is intended to benefit in each?
- In a ‘Couple’ package, can the Willmaker and Spouse nominate different back up executors?
- What happens when instructions submitted for an adviser facilitated estate planning solution are too complex for the platform?
- Does View provide estate planning solutions for situations that are too complex for the adviser facilitated platform?
- What happens in the adviser facilitated estate planning platform if life spouses do not wish to prepare wills on ‘mirror’ terms?