Document Generation 

Completing documents for your situation is a normal and simple part of the Estate Genius process. In this example, we will be completing an interview for a complex revokable trust. Our roadmap is nearly filled out, we simply need to fill out a few last bits of information shown here. 

This will bring us to the document generation screen shown here. 

Here you can save your created document as either a printable PDF or an easily editable Word document, in case any last-minute edits need to be made. 

Clicking on the PDF link will immediately open your document in a PDF format that can be printed from this screen. 

If you have access to practice management software, like Rocket Matter, you can upload your newly created document thusly. You can also upload said PDF to your client’s matter documents. Simply click the YES button here:

    

Then, in the following screen, simply fill in the information requested. Here, we are naming this as a complex revokable living trust document and adding the date it was created. After choosing a Matter to save this document to simply click Continue.

You will then get a final screen like this, indicating that this document is complete!

From here, you can return to the matter documents screen to find your completed document or the Main Dashboard to work on other documents.