Using Scenarios | Estate Planning Essentials | WealthCounsel

Описание: What is a scenario? The concept of scenarios allows drafters to use “design” templates within WealthCounsel’s Wealth Docx® or Business Docx® to improve efficiency and consistency in the drafting of documents. A scenario consists of answers or selections in a document interview that provide a desired design outcome. When starting a new trust for a client that fits a scenario, the drafter can easily apply this scenario to ensure the major design elements of the trust are already selected.

Learn more about scenarios, the WealthCounsel Scenario Interface, and how to create a new document using scenarios in this episode of Estate Planning Essentials!

WealthCounsel, LLC has been helping estate and business planning attorneys practice excellence for over 20 years. Membership benefits include superior estate and business planning drafting software with Wealth Docx® and Business Docx®, a vibrant community of thousands of attorneys, and thoughtful analysis on breaking news.​

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