Organizing Client Information
Balance Sheet, contact card creation, storing documents
20 articles
- How to Create the Balance Sheet for your Client
- What is considered inside the taxable estate / outside the taxable estate on the Balance Sheet?
- How to configure assets owned by entities on the balance sheet
- How do I record ownership for entities that are partly owned by my client, and partly owned by a third-party?
- How do I assign or change beneficiary designations on assets?
- How do I add or change ownership on assets?
- Bulk Editing Ownership and Beneficiaries in the Balance Sheet
- Managing Columns and Data in the Balance Sheet
- How is life insurance considered in order to display on the balance sheet and reports?
- How to Add, Edit and Delete Contacts for Clients
- Do I need to create contact cards if I've already created a contact in a will or trust card?
- How can I specify when a trust terminates in the Will or Trust Card?
- Entering Remainder Beneficiaries for the Survivor's Trust in the Joint Revocable Trust Card
- How to List a Business for a Client by Creating an Entity Card
- How to Use People & Entities
- How to merge duplicate contact cards together