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Print report has a plan that is an amendment.  Plan only needs HPOA's.  This would imply there is a bug.  Berend  #36440

This plan was on the print report but was not complete.  After client did changes it didn't come onto the print report again so knew nothing of it.

I believe when an advisor sends the self service link and the end user sets up an account, the advisor dashboard doesn't indicate that the invitation was accepted.Can this please be fixed? Heather Amey Just gathering more information to assist tec...

Plan on print report that is an amendment for HPOA's only. Berend #36440

First I feel you should have sent out a heads up as when doing the plan yesterday I felt a bit foolish as I was trying to show a glimpse of the Doc’s as I always did and I could not of course but I thought it was me so I was going in an out lookin...

I really liked the forms preview. On initially appointments, I usually only walked them through the POA docs, as for the trust I usually only used that for myself to make sure the major pieces were where they needed to be. But with the Healthcare ...

Strasser, Charles M (javascript:void(0))Behnke Strasser, Nancy A. (javascript:void(0))DELETED Cliff HawkinsEstate Guruadvisor.estateguru.comTrust 2/26/2024FPOA 2/26/2024FPOA 2/26/2024HPOA 2/26/2024HPOA 2/26/20243/5/2024 I do not know how to test t...

Squillace #60886  During a PLUS appointment, the client answered the question "Do you have children from outside your marriage?" as No. When we got into the actual Trust questionnaire, they corrected their answer and named three chi...

Support - Please assist with this technical error around paying. Heather Amey Account Management Phone: 208-428-8093 Connect on LinkedIn (https://cX0C-04.na1.hs-sales-engage.com/Ctc/LY+23284/cX0C-04/Jl22-6qcW7lCdLW6lZ3nVVNlf8J1vhvzMN2Rb5NK5BVy7W1M...

Client Stephen Carter acct 43377, cannot view and print his Trust documents. His dashboard does not give him the option.