Estate Planning
oThe following screens in the following documents will produce graphic elements and stop exporting to a word processor:
oClient Communications -- EP05
oC1.2=1
oC1.4=1
oC1.1=1 AND O28.1=1
oC1.3=1 AND O29.1=1
oC1.6=1 AND N99.4 is not blank
oC1.7=1 AND N99.4 is not blank
oPrepare Documents -- EP06
oNone
oDiagrams For Client -- EP10
oCannot export
oGift Tax Return -- EP25
oCannot export
oIrrevocable Trust -- LI03
oO305.1=1
oMiscellaneous Documents -- LT03
oC1.1=1 AND O24.7=0
oEstate Tax Projections -- PR03
oCannot export
oPowers Of Attorney -- PW03
oC17.2=1 AND O13.1=1
oRevocable Trust -- RE03
oO305.1=1
oSplit Dollar Agreements -- SP03
oNone
oWill -- WI03
oO112.1=1
oO392.1=0