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Estate Planning
Learn how you can automate your estate planning practice, including preparing single wills, reciprocal wills, and multiple wills, and how to prepare powers of attorney.
Wills & POAs
- How to generate a Power of Attorney
- How to generate an Assets and Liabilities List
- How to add debts for a testator
- How to generate a Confirmation of Instructions Letter
- How to add executors to a matter
- How to add Devises and Legacies to a will
- How to Review and Verify Legal Language Before Generating Documents
- How to add beneficiaries in a matter
- How to add attorneys in a matter
- Single vs Reciprocal Wills and POAs
- Testators vs Grantors vs Parties
- How to add assets of a testator
- How to add an individual to a Wills and POAs form
- How to open the Wills and Power of Attorney's form
- How to complete client intake in a Will & POA matter
- How to prepare Wills and Powers of Attorney with Nojumi
- How to add a testator to your matter