All ideas

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

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...

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 ...

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 ...

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...