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How-To

  • Creating Dynasty Trust within the Complex Living Revocable Trust
  • Document Generation 
  • How to Add a Client
  • How to complete an incomplete interview
  • How to edit client information
  • How to Upload to Practice Management Software

Videos

  • Video: Creating Dynasty Trust within the Complex Living Revocable Trust
  • Video: Document Generation Screen
  • Video: How to add a client
  • Video: How to edit client information
  • Video: How to resume an unfinished interview
  • Video: How to upload to Practice Management Software

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