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EstateGuru-Beta
1 VOTE
Status Under consideration
Created by Guest
Created on Aug 8, 2024

Restore Document Drafts

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 POA requiring some homework to individualize the document for their priorities and concerns it was nice to walk through the document before it was finished, then finish it. Now I can still do that as a work around because those docs are free and I can finish the docs and then pull it up and go through it, but overall I found the preview option to be beneficial, especially for the skeptical client who liked seeing the doc previews before they paid.

If there is a way to bring it back it would be appreciated.

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