All ideas

please see screenshot of plan prior to manual change by AM Thomas Thomas #60822 Heather Amey When I went into the client's dashboard, I clicked on Make Changes to Married Trust and the tool populated the Disinherited individuals. Would the client ...

Hello, I'm having trouble re-sharing access to my documents with my brother in the website. I am Acct # 54136, Kevin & Maurya Brenneman, through Raymond James. I have already shared some of the documents with my brother once, but the link expi...

You can enter the same person twice on the HPOA

The client, Michelle Faucett, created an additional account for herself in her attempt to login. I have tried several times to delete the one that is highlighted and the tool still has it in the advisor.estateguru.com white label.  I cli...

In deed orders, the tool will not let me assign the order or save a message in the Notes for these clients; Thuyvan Do, Patsy Ann Campbell, and Robert & Judy Blythe and Jan & Robert Newey. Their orders are dated Thuyvan 01/4/2022 and Blyth...

https://www.loom.com/share/adfe5d17d55d4113b135828f3ea3b131 Common question Does it require one or multiple files Don't like that the upload is under the file

This estate plan is younger than a year and but it is presenting an amendment charge. Can we please have this removed. This account has been fixed. Joanie Westwood I am not sure if there is already a bug for this or not, but this was caused by hav...