All ideas

We need to track this bug. I believe it was caused by having either a dead spouse or an ex spouse. Either way, we were trying to include all of the old documents for the spouse (Brandy), but they didn't exist.  The owner ID for all of the POA...

The client went into the people tab and updated his address from CA to TX.Somehow, his state of legal residence in his owner info page now says "Texas, California"I need to go in and fix this and regenerate docs to be TX docs - but wanted to make ...

An advisor was asking why his client was being charged $699 for drafting of documents of his 6 month old Single trust to Married trust. I wasn't sure so I checked for pricing in a demo account. I was testing, the cost of changing a Single trust to...

Seems this section would benefit from a different title/heading. Both in the progress display and above "Let's give your trust a name".