All ideas

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

I noticed in Beta that if the same email address is associated with two accounts there is a handy drop down menu. First bug I found was that if I selected my personal plan #1971, I would not navigate back to Dale & Judy Jones #2338 Second bug ...

We don't print and ship just POAs, but the questionnaire takes you through setting print/ship instructions. This is confusing. Possible solution... have the print/download button there or a checkbox to include in estate plan binder.

Beta allows a user to enter an incomplete address and process a deed.

I cannot change the email recipient for sharing the asset schedule

Add the ability to document a grantor's alternate name. This could be used to document nicknames, or maiden/previous last names. This would eliminate any potential confusion when it comes to proving that the grantor went by an alternate name; espe...

Today the advisor called in with a question about beneficiary percentages. In order to see if the client selected Joint Children or Benes I Specify I have to enter the Response Summary through the dashboard. When I did this and cancelled out - it ...

This morning I received a notification that Edwin Keith Shelburne amended his estate plan documents. This notification happens when the client has received a self service link and either completes the questionnaire for the first time or goes into ...

When I pull the Plan Progress Report in advisor.estateguru.com for 01/01/2023 to 12/31/2023 for Santo Montalbano. I see 6 plans completed. See attached When I go to his actual client list and manually count the number of plans in 2023 - I show 71)...

This was a plus appointment, so I was the advisor. I had placed the plan on hold because of a question on her county, but when that was resolved on 6/20/24 I removed the hold. The plan didn't show up on the print/ship list until today 7/2/24 when ...