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Eidelman Associates EP People™ Fiduciary Chooser™ User Manual

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1. options O Show names in upper case O Include residences in the names list Include relationships in the names list O Use comma before the and Use comma at the end of the names list Save changes Cancel You can mix and match the options in various combinations These options generally speak for themselves except that the two comma options 16 Vi e Use Comma before the and Yes John Smith Bob Jones and Fred Jones No John Smith Bob Jones and Fred Jones e Use comma at the end of the names list Yes Use this to insert the names in a sentence such as I appoint my brother Robert Smith to be my Trustee No Use this if the people will be listed in a column and you don t want the final comma For example I appoint the following Trustees to serve in the order named First my brother Robert A Smith Second my sister Sally A Smith Third my uncle John F Smith Although there are times you might like to mix and match them at this point the selection is all or nothing If you use relationships e The system will automatically handle the mirror image relationships correctly For example in a second marriage the husband s would say my son John and the wife s would say my step son John e If the person names him or herself as trustee it will output myself instead of my self Joh
2. Be careful when doing this as it will affect how the people are mentioned in the documents 14 st EPPeople Estate Plan Roles File Edit View Options Help People F6 Clients and Matters F7 Clean Up Tree Display F5 Refresh People List 2 When working with the data pressing F5 or EditlClean up Tree Display will close all nodes that are empty open nodes that have people in them and update the display of any data that has changed This is a helpful cosmetic tool to handle as the last item after entering all people and all roles 3 When editing data for people and clients matters pressing EditlRefresh People List will refresh the data with any new data that has changed This particularly applies to a multi user setting where another user has changed data for a record you have open on the screen The People List The people list contains information about the people relevant to a client s file The colors help distinguish common people in green grantors in red and the people filed under the current client in black Common people can be hidden using the View Common People menu Note that the lines they are on remain but appear blank Thus you won t want to use this feature if you have a large number of attorneys etc By default people in the list are sorted by last name However sorting is possible by any of the columns in the list by clicking on the corresponding column header I
3. S Caloin e F HTML optionally using XSL XML HTML XSL Vil EPPeople Technical Notes If you are just a WinDraft user rather than an IS person or system author you do not need to worry about the following information A Authoring Programming the Documents There are more examples in an appendix See XIII Appendix More Authoring Examples 1 Getting the Data into the Documents using GETDATA With the EPPeople program the beginning of each document template will generally have two GETDATA command lines to get these temporary blastoff files Other GETDATA commands are in EPStart doc or GRGender doc on the subdocs directory Those GETDATA commands are e Estate Planning questions other than fiduciaries e Fiduciaries all with long paths for variable names e g Husb W ill T rustee 1 N ame 22 e Fiduciaries husb or wife for all documents medium length paths for variable names W ill T rustee 1 N ame e Fiduciaries each document shortest length paths for variable names Trustee 1 N ame These files are automatically written to and read from the Windows TEMP directory which we get from the Windows API 2 Scope of the Variables Each variable for a person or a role level can be referred with or without the path that shows what document and which grantor it relates to For improved readability and less risk of errors we recommend
4. When you create a new WDD file with a new Client Matter e First go to the File Info screen Second enter the Client and Matter number into the client and matter fields e Third click the Assign Roles button If the EPPeople interface is in back of the checklist you may have to click on the EPPeople task on the task bar at the bottom of your screen OR you can alt TAB to get to the EPPeople screen You can then add the people to the database then drag and drop the people to the right roles If you launched EPPeople manually to create a new file from the EPPeople interface simply run FilelNew 1 Select a Client Matter If you haven t already entered the data for the client matter and people you should do that first 9 First select a client and matter to work with This is required to populate the right side of the screen with the people Select Client Matter X Client P Frederickson f Wagner f Hampton f McMahon f Smith The Roles Tree Here is what the tree looks like before you drag and drop any people to the roles on the left side of the tree control As you can see the husband and wife are at the highest level then their documents followed by the roles for those documents You can expand and collapse the tree in the same way as with other Windows programs and WinDraft s checklist program 10 xt EPPoapls Estate Plan Roles Fie Edt View Op
5. Susan 5 Edwards M D H ___2 Jeffrey M Keightly M D amli hn HDPOA Agent Physician ici 1 Trevor James Morgan i __ Travis Scott Morgan i Beneficiary DeathTrustee 1 Juill Lynn Morgan Lyle Allen Morgan i City National Investments i Robert Johnson 4 Scott Mitchell DisabTrustee 14 Jill Lynn Morgan Lyle Allen Morgan i City National Investrnents i Robert Johnson i 4 Scott Mitchell A B T D E G Grantor Document_ Role x Index FullName x i Husb par TEO a 1 Trevor James Morgan __ Travis Scott Morgan ee it 4 Jill Lynn Morgan i Kurt Morgan i Will Joani Burger H PR 1J Lynn Morgan Lyle Allen Morgan 3 City National Investments Robert Johnson i ges eesise sess Rese se akaa Eel o 4 gt bih Pivot Table 1_ wdoutputall me 21 4 Scott Mitchell i oy 4 gt lst 0 E WORD Ds Mw SY POs A Eg MAILMERGE ee Word MailMerge n raini A RF E EER a a can incorporate the data into Word bebe a PRLS fe Mute 10 MdnStete e ome Te ei documents The repeat loops aren t working quite the bbe ee RIE je Tea be way we d like Sroshny PA there seems to be 412 281 1000 no way to ciel ase suppress the output in the paar piace columns that Suia oI a Mad 445 Soth Steete e degen z iain should be group bee PA 13418 fields such as Sa ea TREE FBC FT BRE Te husb will etc Arita
6. LastName Johnson Agent 1 Person 2 FirstName Robert Agent 1 Person 2 FullName Robert Johnson Agent 1 Person 2 Middle UNANSWERED Agent 1 Person 2 RelToHusb friend Agent 1 Person 2 RelToWife friend Agent 1 Person 2 Gender M Agent 1 Person 2 ClientMatter UNANSWERED Agent 1 Person 2 ClientID Hampton Agent 1 Person 2 MatterID 0001 Agent 1 Person 2 DOBMMDDYYYY UNANSWERED Agent 1 Person 2 DateOfBirth UNANSWERED Agent 1 Person 2 DateOfDeath UNANSWERED Agent 1 Person 2 Streetl 6969 Atom Avenue Agent 1 Person 2 Street2 UNANSWERED Agent 1 Person 2 City Studio City Agent 1 Person 2 ST CA Agent 1 Person 2 State California Agent 1 Person 2 Zip 90069 Agent 1 Person 2 Code UNANSWERED Agent 1 Person 2 BusPhone UNANSWERED Agent 1 Person 2 HomePhone 805 234 9870 Agent 1 Person 2 EMail UNANSWERED Agent 1 Person 2 Pager UNANSWERED Agent 1 Person 2 Fax UNANSWERED Agent 1 Person 2 MaritalStatus UNANSWERED Agent 1 Person 2 AKAName UNANSWERED Agent 1 Person 2 NickName UNANSWERED Agent 1 Person 2 Prefix UNANSWERED Agent 1 Person 2 Salutation UNANSWERED 54 Agent 1 Person 2 SalutationCouple UNANSWERED Agent 1 Person 2 Suffix UNANSWERED Agent 1 Person 2 CityOrCounty UNANSWERED Agent 1 Person 2 County Los Angeles Agent 1 Person 2 Country UNANSWERED Agent 1 Person 2 GovernmentID UNANSWERED Agent 1 Person 2
7. Should we eliminate the need for the MDB file and store all the data in the XML file We ll have to see how much the users see the MDB as an advantage vs something that gets in the way It s much better in a stable network environment but a pain if users are emailing data files around and don t have enough tech support to handle database synchronization Vill New Features Not Yet Documented This is a list of features that have been added to the program but not yet documented More robust output of children information o His hers ours o Step children natural adopted children all children o ChildOf TypeCode output Each role has a variable TypeCode such as Trustee 1 TypeCode It is a text string that contains one or more characters G for Grantor S for Spouse O for at least one other real person and C for Corporation Using vbscript to pull beneficiaries and children into the WinDraft checklist o Add Husb amp wife info into checklist It is possible to set up a button or other event in the WinDraft checklist so that when you click it fields from the roles table are imported into the Checklist For example you can set up a FOR loop in the checklist for beneficiaries with questions about the trusts being set up for each of them and a Role in 36 IX the EPPeople tree called Beneficiaries for the Revocable Trust When you click the button the people will be pulled in from the tree into the c
8. They are latest versions of ADO XML etc Set up Application files you need to run the EPPeople part of the application They go on Drive C if you are a typical local user and on a network share a shared directory if you are working on a network Programming or setting up the practice system variables and WinDraft scripting to lock into the EPPeople way of doing it including stylistic and legal drafting issues 2 Troubleshooting Temp Blastoff Text Files on Temp Directory a Temp File Output Location Where are the temp files The temp files are on your Windows temp directory which varies depending on your setup The different modules of WinDraft pass data to each other by writing the data to temporary files which we call Blastoff files They are in an ASCII text format and can be edited with Notepad Word or your favorite editor In earlier versions of WinDraft the temp directory was set in the WinDraft ini file 38 Current versions of WinDraft rely on Windows and Windows uses the temp directory Typical settings are Operating Environment Default Settings Windows 3 1 NT 2000 temp Windows 95 98 windows temp NT Win2K XP Profiles C Documents and Settings jae nt5 Local Settings T emp Here is a directory display of 2 of the files in my temp directory in my jae nt5 login profile C Documents and Settings jae nt5 Local Settings T emp 2KB
9. Update Delete Implementation Note It is also possible to have a drop down box on the WDDATA screen to select the client and matter Call Eidelman Associates about this customization In a document management setting e g DOCS Open it will select files from DOCS Open Our database will also integrate with the DOCS database or any ODBC database for that matter Working with People To work with the people click on the ViewlPeople menu and add as many people as you want for the matter you are working with You can come back at any time and add more people or make changes NOTE You can filter the data so that you can view ALL the data or just one client or client matter NOTE FURTHER when working with people in EPPeople it will display both matters relevant to that Client and people who are assigned to a special matter called Common Common is used for example to put in the names of attorneys or staff members who frequently serve as either fiduciary or witness f 555223 f 566221 P Albertson LastNan Eidelman First Ti Frederickson Hamptori j f McMahon LE Smith People X ient P E a RelToHusb RelTow ife bank bank 1 Table View Screen Enter and view data in table view Record View Table View Client if Hampton x Matec en i ne iddle Full Name Rel To Husb JE ity National Invest
10. husb FDPOA Agent 2 Person 1 GovernmentID UNANSWERED husb FDPOA Agent 2 Person 1 Citizen UNANSWERED husb FDPOA Agent 2 Person 1 CompetencyCode UNANSWERED husb FDPOA Agent 2 Person 1 AgentName UNANSWERED husb FDPOA Agent 2 Person 1 LivingArrangements UNANSWERED husb FDPOA Agent 2 Person 1 ClientOfFirm UNANSWERED husb FDPOA Agent 2 Person 1 PersonNotes UNANSWERED husb FDPOA Agent 2 Person 1 Name JEFFREY M SMITH husb FDPOA A gent 2 Person 1 Index 1 husb FDPOA Agent 2 Person 1 1 husb FDPOA Agent 2 Person 1 Relationship husb FDPOA Agent 2 Index 1 husb FDPOA Agent 2 1 52 husb FDPOA Agent 2 Person 2 Index 0 husb FDPOA Agent 2 Person 2 Name UNANSWERED husb FDPOA A gent 2 TypeCode O husb FDPOA Agent Levels 2 husb FDPOA Agent Count 2 G In Husb FDPOA txt Agent 1 Count 2 Agent 1 Names JILL LYNN HAMPTON and ROBERT JOHNSON Agent 1 Name JILL LYNN HAMPTON and ROBERT JOHNSON Agent 1 Person 1 RecordID 172 Agent 1 Person 1 LastName Hampton Agent 1 Person 1 FirstName Jill Agent 1 Person 1 FullName Jill Lynn Hampton Agent 1 Person 1 Middle Lynn Agent 1 Person 1 RelToHusb wife Agent 1 Person 1 RelToWife self Agent 1 Person 1 Gender F Agent 1 Person 1 ClientMatter UNANSWERED Agent 1 Person 1 ClientID Hampton Agent 1 Person 1 MatterID 0001 Agent 1 Person 1 DOBMMDDYYYY 12 17 46 Agent 1 Person 1 DateO
11. Agents Agent 1 f Jill Lynn Hampton a Agent 2 f Jackie Neuberg P Scott Morlan Agent 3 QA Health Care Durable Power of Attorney ff Agents Sa Agent 1 Jill Lynn Hampton 4 Agent 2 f Jackie Neuberg FB Scott Morlan Agent 3 Living will ALY will 5 f2 Personal Representatives PR 1 2 Jill Lynn Hampton EA PR 2 f Jackie Neuberg f Scott Morlan E PR 3 Trustees Guardians E Guardian 168 f Jackie Neuberg 4 Guardian 2 a i LastName EY o Q Rae So ca a e Ja ii iae Jae Hampton Hampton Hampton Hampton Hampton Hampton Johnson Kildare McMaster McMurray Morlan Neuberg Smith SPPPP Ia daa Jan Jaa Toa Tias i RecordID LastName FirstName FullName Middle RelToHusb RelToWife Gender ClientMatter CliantIn FirstName FullName Middle City National I Joani Joani Babson Susan Susan Bradbury Benjamin Benjamin 5 Ca S Pat Pat Hampton Jill Jill Lynn Ha Lynn Kurt Kurt Hampton Lyle Lyle Allen Ham Allen Travis Travis Scott H Scott Trevor Trevor James James Robert Robert Johnson Benjamin Benjamin M Kil M David Dr David R M R Karie Dr Karie McMu Scott Scott Morlan Jackie Jackie Neuberg Jeffrey Jeffrey M Smith M 172 Hampton Jill Jill Lynn Hampton Lynn wife self F Harmnhaon RelToHus trust com sister in l legal assis br
12. EPPeople EP file usually Microsoft Access MDB embedded within the WDD Contains answers about data file Database file that contains the estate plan One per information about people clients client XML file that contains the matters You don t need Access links between documents to work with these files roles and people The links to people point to records in the database file a About XML XML Extensible Markup Language is a format for data that is taking the computing world and the Internet by storm It is a hierarchical format like an outline that stores data in an ASCII text file that you can edit with Notepad Word or specialized editors like XMLSpy and EditML What s so good about XML is that it is a format that unlike most other formats it can be read both by humans and by computers See Get Up to Speed with XML http www xmlmag com upload free features xml 1999 01win99 bfwin99 bfwin99 asp and Why I like XML http www xmlmag com upload free features xml 2000 04fal00 d w0004 dw0004 asp Also see www xml org EPPeople stores information about the fiduciary roles and other roles in an XML format 32 b General EPT If you want to change the grantor documents or roles in a client data file or a template for a new one it s easy Just right click on the grantor document or role then click Template and select the appropriate action For singl
13. Text Document 12 9 2000 7 50 PM Husb txt C Documents and Settings jae nt5 Local Settings T emp 2KB Text Document 12 9 2000 7 50 PM The temp directory can be obtained programmatically from a Windows System Object in VB Windows API in VB or C and in batch files using the TMP or TEMP environment variable b Making your Temp files Visible Q I can t find the temp files even by searching my entire hard disk Am I in the twilight zone A No you aren t in the twilight zone The files are hidden from your display If you want to go under the hood and look at the temporary blastoff files and you can t find them I have found that on a Win 2K machine and some other environments searching for the temp files and trying to find them by navigating the documents and settings folder that contains the profile comes up blank and I ve gotten very frustrated that I knew they were there but couldn t find them The trick is that you have change your file settings because they are hidden away Change them on the ToolslFolder Options menu You car set allot pou boiler te the sare vers Fesat ea Folden ahd path nit Doky hend path 39 B Note on Database Connections WinDraft ini practice system now has the following items EPConnectionString See http www able consulting com ADO_Conn htm DSN for examples of the kinds of entries that can be put in here There are links from there
14. and NT 42 E MDAC Drivers 46 XI AUTHORING OTHER MIRROR IMAGE FUNCTIONS 46 XII APPENDIX MORE AUTHORING EXAMPLES 47 A Will 47 XIII AUTHORING THE EPPEOPLE OUTPUT 48 A Getdata Commands 48 iii B R 2 C a Examples The User s View The Blastoff File temporary Data In WDOutputAll txt In Husb FDPOA txt iv 49 49 49 49 53 Eidelman Associates EP People Fiduciary Chooser for EP Expert l Introduction A Documentation When you first use the program you should review the Quick Start To Using EPPeople which contains a step by step list of what to do to create the data and assign the roles for an estate plan It is not a substitute for this documentation however Also there is a list of undocumented features or various notes and screen shots to be incorporated into the manual at the end of this documentation B This is a Work in Progress Our EPPeople module of EP Expert and this documentation are works in progress As technology changes and as more law firms get experience with it and request additional features this program will continue to be enhanced in a number of ways These enhancements may include the estate planning functionality the way it integrates with the WinDraft environment its user interface and programming interface and the way the setup installation works Consequently do not be alarmed if the version you are working does look or work exactly as descri
15. http eahome lawtech com 85 clifiles eppeople2 Install EPPeople exe to the same folder as you have the other WinDraft executables Generally c program files windraft 43 4 PRACTICE SYSTEM SETUP Run the practice system setup per EA instructions Note Loading EPPeople without the practice system setup is not enough The practice system setup is required to create needed ini file settings and copy the necessary files to the system The setup file will copy the practice system files to the network or c windraft epxxx where the epxxx will be your firm s practice system name and add EPPeople entries into the WinDraft ini file See Technical Notes below for discussion of changes to WinDraft ini 5 TESTING Test and troubleshoot any issues Note When you first open the checklist program but without any data loaded the EPPeople program is loaded but hidden You have to open a data file or click one of the buttons on the People screen in the checklist before the EPPeople program displays o Load EPPeople by itself O From Windows not WinDraft s checklist load eppeople StartIPrograms WinDraftIEPpeople Create a set of roles FilelNew Hampton 0001 and you should get a populated tree Test as appropriate drag and drop some roles then FilelSave Then FilelExit Note If it works without error then that means that EPPeople is loaded and working properly including XML parser and MDAC o Use asample da
16. to reorganize the tree structure 31 6 Summary 31 D Under The Hood Working with EPPeople Role Files 32 ii 1 How the Files Fit Together 32 a About XML 32 b General EPT 33 c Client EP files 33 d Technical Notes on Working with the XML and MDB files 35 VIII NEW FEATURES NOT YET DOCUMENTED 36 IX Wish List 37 X APPENDIX SETUP AND TROUBLESHOOTING 38 A Setup and Architecture 38 1 3 Parts of Setup These may be combined into one or more setup routines 38 a Set up DLL s and registry settings to make the Windows installation compatible with all of tools being used All Microsoft They are latest versions of ADO XML etc 38 b Setup Application files you need to run the EPPeople part of the application They go on Drive C if you are a typical local user and on a network share a shared directory if you are working on a network 38 c Programming or setting up the practice system variables and WinDraft scripting to lock into the EPPeople way of doing it including stylistic and legal drafting issues 38 2 Troubleshooting Temp Blastoff Text Files on Temp Directory 38 a Temp File Output Location 38 b Making your Temp files Visible 39 B Note on Database Connections 40 C Troubleshooting EPPeople Issues Following the data 40 1 Database Entries 40 2 The Roles Tree 40 3 Blast off Temp Text Files 41 4 Variables Merged into the Documents 41 D Setup Procedures on Windows 95
17. to the person s information in the database Technical Notes on Working with the XML and MDB files This approach works great as long as the environment is stable in that The database must match the EP data file If you email an EP file to someone who is set up with a different database or different version of the same database the person ID field will point to the wrong person and it won t work right At the moment there is no way to combine 2 different database files unless they started from the same one and are replicas that can be sync d using MS synchronization technology This is what a firm will use to share network databases and off line databases used on laptops The roles defined in the EP file must match the roles used in the documents If an EP file has roles and people in it and we create a new role by adding it to the documents and NEW EPT the new role will be picked up 35 by new EP files created from that point on but the new role won t automatically be added to the existing EP files Programming note This will be changed in a future version that will be released in January 2001 Neither of these is a problem in a production setting but this can be inconvenient for a developmental testing environment in which you want to email sample data files and databases around For testing until you get it the way you want it it is best to be as flexible as possible Programming Note
18. Agent 1 Person 1 Code UNANSWERED husb FDPOA Agent 1 Person 1 BusPhone UNANSWERED husb FDPOA Agent 1 Person 1 HomePhone 305 532 1457 husb FDPOA Agent 1 Person 1 EMail UNANSWERED husb FDPOA Agent 1 Person 1 Pager UNANSWERED husb FDPOA Agent 1 Person 1 Fax UNANSWERED husb FDPOA Agent 1 Person 1 MaritalStatus UNANSWERED husb FDPOA Agent 1 Person 1 AKAName UNANSWERED husb FDPOA Agent 1 Person 1 NickName UNANSWERED husb FDPOA Agent 1 Person 1 Prefix UNANSWERED husb FDPOA Agent 1 Person 1 Salutation UNANSWERED husb FDPOA Agent 1 Person 1 SalutationCouple UNANSWERED husb FDPOA Agent 1 Person 1 Suffix UNANSWERED husb FDPOA Agent 1 Person 1 CityOrCounty UNANSWERED husb FDPOA Agent 1 Person 1 County Miami Dade husb FDPOA Agent 1 Person 1 Country UNANSWERED husb FDPOA Agent 1 Person 1 GovernmentID UNANSWERED husb FDPOA Agent 1 Person 1 Citizen Cuba husb FDPOA Agent 1 Person 1 CompetencyCode UNANSWERED husb FDPOA Agent 1 Person 1 AgentName UNANSWERED husb FDPOA Agent 1 Person 1 LivingArrangements UNANSWERED husb FDPOA Agent 1 Person 1 ClientOfFirm UNANSWERED husb FDPOA Agent 1 Person 1 PersonNotes UNANSWERED husb FDPOA Agent 1 Person 1 Name JILL LYNN HAMPTON husb FDPOA Agent 1 Person 1 Index 2 husb FDPOA Agent 1 Person 1 2 husb FDPOA Agent 1 Person 1 Relationship wife husb FDPOA Agent 1 Person 2 RecordID 167 husb FDPOA Agent 1 Person 2 LastNam
19. Blastoff Options 16 VI PRINTING THE EPPEOPLE 17 VII EPPEOPLE TECHNICAL NOTES 22 A Authoring Programming the Documents 22 l Getting the Data into the Documents using GETDATA 22 2 Scope of the Variables 23 3 Using Personal Pronoun Functions 24 a How the functions work 24 b Using the functions with EPPeople 24 4 Using Word fields 26 5 Using the Fiduciary Variables in Context 27 a Without FOR Loops 27 b With FOR Loops 27 c Combining The Two Approaches 27 B Authoring Programming the Checklist 28 1 Use VBScript or JavaScript programming in a WDS file to have variables and Events in WinDraft s checklist interact dynamically with EPPeople EXE 28 2 Events that interact with EPPeople can include Windraft system events Blastoff Save Open or can be programmed to react when the user exits from a field or clicks an Author defined button 28 3 You can also interact with EPPeople s Database or XML files from other parts of the system such as blastoff programs in Word VBA etc 28 C Authoring Editing Templates 28 1 Understanding EPPeople Templates and Data Files 28 a First open the data file or template file 28 b Second right mouse click on the appropriate level and make the changes you want 28 c Finally save the data file or template 28 2 How to create a new role or document 28 3 How to remove a role document or a grantor 30 4 How to change the properties of a node 31 5 How
20. Citizen UNANSWERED Agent 1 Person 2 CompetencyCode UNANSWERED Agent 1 Person 2 AgentName UNANSWERED Agent 1 Person 2 LivingArrangements UNANSWERED Agent 1 Person 2 ClientOfFirm UNANSWERED Agent 1 Person 2 PersonNotes UNANSWERED Agent 1 Person 2 Name ROBERT JOHNSON Agent 1 Person 2 Index 1 Agent 1 Person 2 1 Agent 1 Person 2 Relationship friend Agent 1 Index 3 Agent 1 3 Agent 1 TypeCode SO Agent 2 Count 1 Agent 2 Names JEFFREY M SMITH Agent 2 Name JEFFREY M SMITH Agent 2 Person 1 RecordID 173 Agent 2 Person 1 LastName Smith Agent 2 Person 1 FirstName Jeffrey Agent 2 Person 1 FullName Jeffrey M Smith Agent 2 Person 1 Middle M Agent 2 Person 1 RelToHusb UNANSWERED Agent 2 Person 1 RelToWife UNANSWERED Agent 2 Person 1 Gender M Agent 2 Person 1 ClientMatter UNANSWERED Agent 2 Person 1 ClientID Common Agent 2 Person 1 MatterID EP Agent 2 Person 1 DOBMMDDYYYY UNANSWERED Agent 2 Person 1 DateOfBirth UNANSWERED Agent 2 Person 1 DateOfDeath UNANSWERED Agent 2 Person 1 Streetl 4510 E Thousand Oaks Boulevard Agent 2 Person 1 Street2 Suite 200 Agent 2 Person 1 City Westlake Village Agent 2 Person 1 ST CA Agent 2 Person 1 State California Agent 2 Person 1 Zip 55555 Agent 2 Person 1 Code UNANSWERED Agent 2 Person 1 BusPhone UNANSWERED Agent 2 Person 1 HomePhone UNANSWERED Agent 2 Person 1 E
21. Eidelman Associates EP People Fiduciary Chooser s Estate Plan Roles Br Ele Edit View Tools Help Kurt Hampton wa Financial Durable Power of Attorney f2 Agents 9 Agent 1 f Jill Lynn Hampton Ba Agent 2 FB Jackie Neuberg P Scott Morlan E Agent 3 w Health Care Durable Power of Attorney B f2 Agents 5 2 Agent 1 f Jill Lynn Hampton 9 Agent 2 f Jackie Neuberg P Scott Morlan it Agent 3 Living will will E fi Personal Representatives E PR 1 f Jill Lynn Hampton 4 pr 2 GB Jackie Neuberg P Scott Morlan E PR 3 Trustees E Guardians E Guardian 1 f Jackie Neuberg 9 Guardian 2 El LastName Babson Bradbury Casey Hampton Hampton Hampton Hampton Hampton Hampton Johnson Kildare McMaster McMurray Morlan Neuberg Smith Zenl ae da ia i gt e Jae lie Je Jae Jae Jai dae Jan Jaa Jaa i RecordID LastName FirstName FullName Middle RelToHusb RelToWife Gender ClientMatter CliantIn User Manual FirstName FullName City National I Joani Joani Babson Susan Susan Bradbury Benjamin Benjamin S Ca Pat Pat Hampton Jill Lynn Ha Kurt Kurt Hampton Lyle Lyle Allen Ham Travis Travis Scott H Trevor Trevor James Robert Robert Johnson Benjamin Benjamin M Kil David Dr David R M Karie Dr Karie McMu Scott Sc
22. Mail UNANSWERED 195 Agent 2 Person 1 Pager UNANSWERED Agent 2 Person 1 Fax UNANSWERED Agent 2 Person 1 MaritalStatus UNANSWERED Agent 2 Person 1 AKAName UNANSWERED Agent 2 Person 1 NickName UNANSWERED Agent 2 Person 1 Prefix UNANSWERED Agent 2 Person 1 Salutation UNANSWERED Agent 2 Person 1 SalutationCouple UNANSWERED Agent 2 Person 1 Suffix UNANSWERED Agent 2 Person 1 CityOrCounty UNANSWERED Agent 2 Person 1 County Ventura Agent 2 Person 1 Country UNANSWERED Agent 2 Person 1 GovernmentID UNANSWERED Agent 2 Person 1 Citizen UNANSWERED Agent 2 Person 1 CompetencyCode UNANSWERED Agent 2 Person 1 AgentName UNANSWERED Agent 2 Person 1 LivingArrangements UNANSWERED Agent 2 Person 1 ClientOfFirm UNANSWERED Agent 2 Person 1 PersonNotes UNANSWERED Agent 2 Person 1 Name JEFFREY M SMITH Agent 2 Person 1 Index 1 Agent 2 Person 1 1 Agent 2 Person 1 Relationship Agent 2 Index 1 Agent 2 1 Agent 2 Person 2 Index 0 Agent 2 Person 2 Name UNANSWERED Agent 2 TypeCode O Agent Levels 2 Agent Count 2 56
23. People Estate Plan Roles File Edit View Options Help J Copy Ctrl C S Ni ut Paste CtrleV Delete ay Add v Swap Husb Wife while copying Mirror image copy examples 13 Copy From Husband Pasted to Wife Jack R Hampton Financial Durable Power of Attorney Health Care Durable Power of Attorney H Living Will hy will iS f2 Personal Representatives 8 6 PR 1 f Elinor S Hampton Ely PR 2 f David R Hampton f James A Hampton Elinor S Hampton es Financial Durable Power of Attorney Health Care Durable Power of Attorney Living will a win f Personal Representatives H 5 PR 1 f Jack R Hampton Eg PR 2 f David R Hampton f James A Hampton i m e f ei Revocable Trust fR Trustees m B 54 Trustee 1 f Jack R Hampton f Elinor S Hampton Revocable Trus i Trustees h B 54 Trustee 1 f Elinor S Hampton f Jack R Hampton Working with the Tree Display In general there is nothing new to learn about working with the tree Itis essentially the same as working with the WinDraft checklist tree or the Windows Explorer tree There are a few minor items to note 1 Ifyou drag a person onto another person the person you drop will be inserted above the person who was already there But if you drag a person onto a role the person will be placed at the bottom of the list of people for that role
24. The role level variables such as Trustee 1 Name are for the 1 to n people in that role collectively who may be a fiduciary or co fiduciaries You cannot use this to insert names individually into a document such as in a column list or in beneath a signature line For that see the example below e The author can use either Name or Names interchangeably in the template 25 Here s how you use the pronoun functions Desired result If he shall survive WinDraft coding If HeShe Trustee 1 shall survive I appoint Trustee 1 Person 1 Name who lives at Trustee 1 Person 1 Street Trustee 1 Person 1 City e Note that here there is one variable for each PERSON By going to the person level you deal with each person individually You would use this form of the variables when working with one person at a time such as inserting their names beneath signature lines 4 Using Word fields This document is not to explain how to use fields You can embed a field with a set command near the beginning of the document Note You can avoid the bad cosmetics of the Error Bookmark Not Found message by setting the Word field variable near the top of the document When you then recalcualte Cntrl A Cntrl F9 this will eliminate the Error message If you do not SET the Word field near the top of the document you WILL get the Error message but when the docu
25. and and wife s documents There are a number of situations in which you want to ask separate questions for the husband and wife such as specific gifts In the Checklist In the Model Document Precede variable name with husb or Do not use Husb Or Wife In the variable wife name Example Example Husb SpecificGifts SpecificGifts Wife SpecificGifts This is handled in the Blastoff Macro called EstatePlanningBlastoffOutputHusbWifeFiles It outputs two files one for husb and one for wife that can be pulled in with aGETDATA command XIII Appendix More Authoring Examples A Will ARTICLE VII APPOINTMENT OF PERSONAL REPRESENTATIVE I appoint PR 1 Names to be my personal representative IF PR 2 count gt 0 if there is a 2 level PRJ if levels exactly 2 put it in the para If more than 2 put them in a list If PR 1 Names cannot act or isare PR 1 unwilling to act I appoint IF PR Levels 2 PR 2 Names ELSE in the order named the following successor personal representatives FOR I 2 TO PR Levels INCLUDE PersRep doc ENDIF ENDIF 47 I direct that my personal representatives not be required to furnish bond surety or other security IF MinorChildYN Y ARTICLE VII APPOINTMENT OF GUARDIAN IF GrantorIsMarried Y If my spouse does not survive me ENDIF I appoint Guardian 1 Name to be the guardian of my minor ch
26. bed in this document Please visit www lawtech com windraftupdate for further information And please send us an email or give a call as you find issues or have suggestions either as to the program itself or the documentation We believe that this manual and the combination of the examples we have set up for your practice system will be sufficient to allow both users and WinDraft System Authors to work effectively with the program If there are items that are new enough that they haven t been documented we apologize and thank you for working with us as we add new features We believe that it is better to use our latest tested work than programming with an older version even if the documentation isn t yet complete Eidelman Associates 2001 C Why EPPeople EPPeople solves a difficult document programming problem In the past it has been extremely complex and tedious to program fiduciaries for estate planning documents especially when mirror image documents for Husband and Wife are required In programming estate planning documents half of the battle is dealing with people and their roles in the different documents Simply stated it is complicated to a degree that far exceeds the amount of effort it takes to solve the problem one project at a time Database designers speak of many to many relationships and here we have many to many to many to many to many There are husbands and wives each of whom have
27. components you need to load for each Windows environment As you can see if you have Windows XP you don t have to load anything except our setup file If you have Windows 95 you need to load everything Win2000 Win XP Ships with Ships with IE 5 0 IE 6 0 DCOM MSI Microsoft Win Installer MDAC 2 5 or higher XML 3 0 Note Even if you already have MDAC 2 5 and XML 3 0 it s a good idea to update to the latest versions if you don t have them See below B Steps to set up EPPeople in a Windows 95 and NT environment will be With Windows 95 or NT loading all of these may require rebooting the computer 3 or 4 times or so Also note o Ifthe EPPeople setup tells you that you have a more recent component and that you should probably keep it go ahead and click Yes to keep the newer version on your system o If EPPeople setup tells you it needs to update your Windows and reboot remember that after you do that you need to run EPPeople setup again 1 Take a clean machine to test with that already has Word and WinDraft set up and working right 42 2 Load any needed Microsoft drivers to bring the Windows components up to current levels a DCOM and MSI for Windows 95 Only needed if you have Windows 95 and they have not been installed by some other program e DCOM for Windows 95 Download from Microsoft http ww
28. contain the same data with different paths for the variables WDoOutputAll txt Husb txt and Wife txt Husb Will Txt and other document specific information Here is the ouput with the full path for each variable for the agents in the screen shown above a In WDOutputAll txt husb FDPOA Agent 1 Count 2 husb FDPOA Agent 1 Names JILL LYNN HAMPTON and ROBERT JOHNSON husb FDPOA Agent 1 Name JILL LYNN HAMPTON and ROBERT JOHNSON husb FDPOA Agent 1 Person 1 RecordID 172 husb FDPOA Agent 1 Person 1 LastName Hampton husb FDPOA Agent 1 Person 1 FirstName Jill husb FDPOA Agent 1 Person 1 FullName Jill Lynn Hampton husb FDPOA Agent 1 Person 1 Middle Lynn husb FDPOA Agent 1 Person 1 RelToHusb wife husb FDPOA Agent 1 Person 1 RelToWife self husb FDPOA Agent 1 Person 1 Gender F husb FDPOA Agent 1 Person 1 ClientMatter UNANSWERED husb FDPOA Agent 1 Person 1 ClientID Hampton husb FDPOA Agent 1 Person 1 MatterID 0001 49 husb FDPOA Agent 1 Person 1 DOBMMDDYY YY UNANSWERED husb FDPOA Agent 1 Person 1 DateOfBirth UNANSWERED husb FDPOA Agent 1 Person 1 DateOfDeath UNANSWERED husb FDPOA Agent 1 Person 1 Streetl 4329 Timberdale Road husb FDPOA Agent 1 Person 1 Street2 UNANSWERED husb FDPOA Agent 1 Person 1 City Miami husb FDPOA Agent 1 Person 1 ST FL husb FDPOA Agent 1 Person 1 State Florida husb FDPOA Agent 1 Person 1 Zip 55555 husb FDPOA
29. cument Example with Same Variables down to the Person Level Note When referring to a person rather than a role in the examples above the use of the Husb or Wife and document to the left of the role is the same as the example above but you replace the Names with Person 1 Name etc Example If var is used in this document Variable First Person serving as Initial Trustee or co trustee in the Husband s Revocable Trust Bee Husband s Rev Trust Trustee 1 Person 1 Name Husband s Pour over Will RT Trustee 1 Person 1 Name Letter to both clients summarizing the documents Husb RT Trustee 1 Person 1 Name 3 Using Personal Pronoun Functions a b How the functions work EP Expert uses a gender function that works like this give to HimHer GrantorS pouse to be HisHers GrantorS pouse If GrantorSpouse in this example for male the sentence will output give to him to be his If GrantorSpouse in this example 2 for female the output will be give to her to be hers To see how these variables work see GenderTerms RUL an ASCII file on the practice system subdocs directory It identifies every gender specific and number specific term that has been set up and you can add your own Using the functions with EPPeople When using the output from EPPeople When
30. e Johnson husb FDPOA Agent 1 Person 2 FirstName Robert husb FDPOA Agent 1 Person 2 FullName Robert Johnson husb FDPOA Agent 1 Person 2 Middle UNANSWERED husb FDPOA A gent 1 Person 2 RelToHusb friend husb FDPOA Agent 1 Person 2 RelToWife friend husb FDPOA Agent 1 Person 2 Gender M husb FDPOA Agent 1 Person 2 ClientMatter UNANSWERED husb FDPOA Agent 1 Person 2 ClientID Hampton 50 husb FDPOA Agent 1 Person 2 MatterID 0001 husb FDPOA Agent 1 Person 2 DOBMMDDYY YY UNANSWERED husb FDPOA Agent 1 Person 2 DateOfBirth UNANSWERED husb FDPOA Agent 1 Person 2 DateOfDeath UNANSWERED husb FDPOA Agent 1 Person 2 Streetl1 6969 Atom Avenue husb FDPOA Agent 1 Person 2 Street2 UNANSWERED husb FDPOA Agent 1 Person 2 City Studio City husb FDPOA Agent 1 Person 2 ST CA husb FDPOA Agent 1 Person 2 State California husb FDPOA Agent 1 Person 2 Zip 90069 husb FDPOA Agent 1 Person 2 Code UNANSWERED husb FDPOA A gent 1 Person 2 BusPhone UNANSWERED husb FDPOA Agent 1 Person 2 HomePhone 805 234 9870 husb FDPOA Agent 1 Person 2 EMail UNANSWERED husb FDPOA Agent 1 Person 2 Pager UNANSWERED husb FDPOA Agent 1 Person 2 Fax UNANSWERED husb FDPOA Agent 1 Person 2 MaritalStatus UNANSWERED husb FDPOA Agent 1 Person 2 AKAName UNANSWERED husb FDPOA Agent 1 Person 2 NickName UNANSWERED husb FDPOA Agent 1 Person 2 Prefix UNANSWERED husb FDPOA Agent 1 Pe
31. e people there are template files called ManOnly EPT and WomanOnly EPT When you create a new data file the system creates a new file that defines the documents roles and output information It does so based on a template file called General ept or another template file that has the file extension EPT The EPT files are stored on a directory set in WinDraft ini which by convention is the practice system Template directory The content and format of a General EPT file looks like this lt xml version 1 0 gt lt ep gt lt grantor display Husband output Husb id 11 gt lt document output FDPOA display Financial Durable Power of Attorney gt lt role output Agent display Agents gt lt document gt lt document output HDPOA display Health Care Durable Power of Attorney gt lt role output Agent display Agents 7 gt lt document gt lt document output LivwWill display Living Will gt lt role output Agent display Agents gt lt document gt lt document output Will display Will gt lt role output PR display Personal Representatives gt lt role output Guardian display Guardians gt lt document gt lt document output RT display Revocable Trust gt lt role output Trustee display Initial Trustees gt lt role output DisabTrustee display Disability Trustees gt lt role output DeathTrustee display Death Trustees gt lt docu
32. ealth Care Durable Power of Attorney 2 weston Lyle f Weston Tras g Copy people Ctrl C Weston Tres H S ag Paste people Gerly Zabner Jeff f Remove people Ea 4g I 5 2 Physic Ali cd pode 1 H A Ph Remove Role Z Expand node Ricks promerties z i a Living Wil Collapse node Agents v Swap Husb Wife while copying h will E eana RelfoHusb Change the properties of the node in the following dialog box and click on Apply The Node properties menu applies only to roles and documents 5 How to reorganize the tree structure It s possible to rearrange roles and documents in the template by drag amp drop When dragging roles or documents you need to keep the SHIFT key pressed This is to distinguish the Drag and Drop operation on template nodes from the Drag and Drop on people and to avoid accidental rearrangements of the tree structure 6 Summary These are the template operations available for each type of node in the tree Person N A Level N A Role Remove role Role properties Document New role Remove document Document properties Grantor New document Remove grantor 31 D Under The Hood Working with EPPeople Role Files 1 How the Files Fit Together Under the new system a complete set of data consists of 3 types of data files that talk to each other PC i B a p eet e i Pee Bete ie K u anr a 240i Oh Anu Da D lt lt eer gt gt WinDraft WDD file
33. ed on a PC because we just need to install our program and the XML parser one click no reboot and everything works right With Win95 and NT 4 it can be tricky and loading all the components needed to bring Windows up to current DLL s can be a pain If you can use Ghost or other cloning method to make that work on other machines it really helps so that you don t have to keep rebooting for each machine We should go through this process on a test machine get it working figure out what adjustments are needed then probably nuke it and do it again and then clone that one Because of all the rebooting it s good to multi task so that you can be doing something else while waiting for the computer to reboot Don t waste a morning watching the screen while you load all this stuff D Technical Notes WinDraft ini settings Changes to WinDRaft ini for EPPeople The lines indicated in yellow and italics below are the ones that are inserted in the WinDraft ini file The ones in the WinDraft section are those that store the output options and are not needed for the program to run properly They are created under ViewlOptions The ones for the practice system are required to support the database access The path will differ depending on your setup network or local practice system directory name etc WinDraft ProgDir C Program Files WinDraft WinDraftDir C WinDraft WatchAssembly 1 Author 1 Editor 1 DOCSOp
34. en 2 Ponen Trustee 1 Ponen Trite 2 Peno Guartan Peren Guarten 2 Peteen Linhej ar as STE AW Fergacon 20 Feegerne AV Fetgeenn HE Fergeson 206 Whee 206 F onge son 206 Aree 206 Fengacon 2B wire WE Feito ZE repen 216 Fergeson W Foton WE Fergecon 2B whee 2 epn TB hee Beson po Todd Alan Foxy Alan Apl Sua V Sucswne Basen Forga Todd Alan Farg Alen Saran Perper Terki Alan Fang Alan Seren Ferguncr Agel Susswe V Suore Basen Forguacr apil Busari V Susanne Basen Forguco Age Susanne V Busernn Reger Found Told Abn Fog Abn Apri Sure Suone Reger Ferguct Agri Susanne V Susanne Reger JS Forget Agil Susan V Susan Sisan Forgrcor Todd Alay Fou Alar Basan Fergus Agil Sunwin V Suan Todi Abn Farg Alay Apti Susaree V Suanne E anmenm iama fad 2 0 C MICROSOFT ACCESS REPORT WIZARD Sample Access Report Created with a few mouse clicks in the report Wizard FoNN ane RATo RATONYE Tai Aan tarpeen on toem Api eate tep ceuptter deagtier HDPOA Aga Fatale hs are 18 The above was Report Wizard 4 created with a report Wizard that Which fields do you want on your report looked like the Be You can choose From more than one table or query next few screens Tables Queries Table EPPeople 50610 0000 Available Fields Selected Fields LastName a Grantor FirstName Document Middle Ro
35. en 0 UserID 45 LogFile C WINDOWS TEMP wdlog txt AlwaysWatch 0 SaveInDMSOn 0 EPXXX System DocDir C WinDraft EPXXX SubDir C WinDraft EPXXX SUBDOCS WddDir C WinDraft EPXXX DATA xI BFile EPXXX TXT Script EPXXX int DefTemplate C WinDraft EPXXX TEMPLATE WDFMT DOT AltTemplate C WinDraft EPXXX TEMPLATE WDFMTALT DOT AltFormat 0 ResetToStyles 0 ChecklistHelp C WinDraft EPXXX TEMPLATE EPXXX nfo ScriptHelp EPXXX nfo ChecklistHelpURL C WinDraft EPXXX htmlhelp ScriptHelpURL C WinDraft EPXXX htmlhelp ChecklistTemplate C WinDraft EPXXX TEMPLATE EPXXX wdt xII A MDAC Drivers EPPeople requires MDAC 2 5 or higher If it s not there you may get an error message like this when you load a data file 430 class does not support automation Or does not support expected interface Server busy Lawtech program is not responding Click appropriate to activate program and correct problem Eppeople then comes up not populated Authoring Other Mirror Image Functions We added a function to EPPeople exe that doesn t really have anything to do with people and roles It makes it much easier for an author to ask separate questions for husband and wife and have the system automatically plug the right information for the husband or wife when the documents are blasted off 46 Most of the time other than people and their roles the same questions and answers are used for the husb
36. ents Husband s Will Wife s Will All people and all roles for the will only Husband s Husband s All people and all roles FDPOA HDPOA for the DPOA 12 Husband s Wife s Will All people for the FDPOA Agents Personal Reps selected roles NOTE You cannot currently copy all DPOA people to all Will because the Will doesn t have agents and the DPOA doesn t have Personal Representatives That stated you can do just about anything else Copy and paste work just like other Windows application You can execute them from either the Edit menu or by clicking the right mouse button on the node you want to copy from and paste to like this Right Mouse Click Sy 5 fa Personal Representatives Ey PR B E PR 3 CI PR 4 Guardians v Swap Husb Wite while copying Lut Paste Curley i Delete f William 8 Harr agd f David R Hamp NOTE copied b If you make a mistake simply delete the new information you Mirror Image Copying Just as EP Expert offers an elegant way to handle mirror image documents for husband and wife EPPeople offers an elegant way to handle mirror image fiduciaries when it copies When you copy from Husband s roles to Wife s roles the system will automatically swap the Husband and Wife roles pronouns and the order in which they are mentioned in the documents All you have to do is check the swap option zst EP
37. fBirth December 17 1946 Agent 1 Person 1 DateOfDeath UNANSWERED Agent 1 Person 1 Streetl 4329 Timberdale Road Agent 1 Person 1 Street2 UNANSWERED Agent 1 Person 1 City Miami Agent 1 Person 1 ST FL Agent 1 Person 1 State Florida Agent 1 Person 1 Zip 55555 Agent 1 Person 1 Code UNANSWERED Agent 1 Person 1 BusPhone UNANSWERED Agent 1 Person 1 HomePhone 305 532 1457 Agent 1 Person 1 EMail UNANSWERED Agent 1 Person 1 Pager UNANSWERED Agent 1 Person 1 Fax UNANSWERED Agent 1 Person 1 MaritalStatus UNANSWERED Agent 1 Person 1 AKAName UNANSWERED Agent 1 Person 1 NickName UNANSWERED Agent 1 Person 1 Prefix UNANSWERED Agent 1 Person 1 Salutation UNANSWERED Agent 1 Person 1 SalutationCouple UNANSWERED 53 Agent 1 Person 1 Suffix UNANSWERED Agent 1 Person 1 CityOrCounty UNANSWERED Agent 1 Person 1 County Miami Dade Agent 1 Person 1 Country UNANSWERED Agent 1 Person 1 GovernmentID UNANSWERED Agent 1 Person 1 Citizen Cuba Agent 1 Person 1 CompetencyCode UNANSWERED Agent 1 Person 1 AgentName UNANSWERED Agent 1 Person 1 LivingArrangements UNANSWERED Agent 1 Person 1 ClientOfFirm UNANSWERED Agent 1 Person 1 PersonNotes UNANSWERED Agent 1 Person 1 Name JILL LYNN HAMPTON Agent 1 Person 1 Index 2 Agent 1 Person 1 2 Agent 1 Person 1 Relationship wife Agent 1 Person 2 RecordID 167 Agent 1 Person 2
38. ge and the corresponding variables are consistent with the number of levels of roles etc 11 s EPPeople Estate Plan Roles oO x File Edit View Options Help Jack R Hampton cs R LastName FirstName FullName Middle 3 00 Financial Durable Power of Attorney f 59 First Trust Co First Trust Co i Agents f 50 Hampton Jack JackR Ham R 3 5 Agent 1 amp 49 Hampton Elinor Elinor Ha f Elinor S Hampton f 48 Hampton David David R Ha R a c Agent 2 f 47 Hampton James James A Ha A f David R Hampton fl 46 Hampton wiliam William Ha 8 f James A Hampton f 45 Hampton Andrew Andrew 5 Ha S Agent 3 f 44 Hampton Brian Brian A Ham A Guardians f 43 Hampton Lissa Lissa A Ham A Health Care Durable Power of Attorney Living will A will iff Personal Representatives 6 PR 1 f Elinor 5 Hampton d e PR 2 4 f David R Hampton RecordID 49 x Fy PR 3 LastName Hampton f william S Hampton FirstName Elinor PR 4 FullName Elinor S Hampton f2 Guardians Middle S i RelToHusb wife 3 RelToWife self j v A Irrevocable Trust E Hamntnn FP i Pia Copying Branches of the Tree a Copy any Node to any Like Node The copy function is extremely flexible You can copy any node to any node that has the same type of information Example Husband Wife All people in all roles for all docum
39. grammatically That is WinDraft events button clicks blastoff etc can launch a VBScript subroutine that tells EPPeople what to do and vice versa The WinDraft practice system checklist now has automatic events and buttons on the WinDraft checklist that activate automatic File New File Open and File Save functions so that the user does not need to worry about what the EPPeople file is named where it is saved etc The EPPeople data is saved right within the WinDraft WDD file when it is saved using Save As so that neither the user nor any document management system need to worry about managing them Import Export Role Data In normal operation FilelNew FilelOpen FilelSave etc are handled in the WinDraft checklist and they will automatically create save and close the 5 EPPeople Roles data files saving the data within the WinDraft checklist If you need to import and expert the people information from the WDD file there are now buttons on the checklist for that New set of People Export Roles Import Roles Client Number Hampton Matter Number 0001 Use EPPeople to a edit the cast of characters in the database and b assign roles drag and drop people to document roles Cast of Characters Assign Roles UTILITY buttons to work with a set of roles for this checklist EPPeople as a stand alone Program You can also run EPPeople like any other program That is it can be la
40. hecklist You can then answer the questions blast off and get a separate trust with correct names and other info from both the checklist and EPPeople merged into the document Call EA if you are interested in an example of this e Husb and Wife variables for mirror image Move from WDOpen dot into WinDraft dot Editing the template moving nodes Also can change General ept this way Sorting moving columns Double Click on person in roles tree to edit a person Explain Switch to Retry messages with export etc Explain setup isssues Explain about self registering and our Wise update New WDS buttons Client Number Hampton Matter Number 0001 Use EPPeople to a edit the cast of characters in the database and b assign roles drag and drop people to document roles Cast of Characters Assign Roles UTILITY buttons to work with a set of roles for this checklist New set of People Export Roles Import Roles Wish List Tooltips in data entry File Name EPPeopleManual doc 37 X Appendix Setup and Troubleshooting A Setup and Architecture Setup depends upon the configuration of the firm s network etc Generally it can be described as follows 1 3 Parts of Setup These may be combined into one or more setup routines a b c Set up DLL s and registry settings to make the Windows installation compatible with all of tools being used All Microsoft
41. ildren IF Guardian Levels gt 1 If HeShe Guardian 1 is unable or unwilling to serve I appoint Guardian 2 Name as my successor guardian ENDIF ENDIF minor children XIV Authoring The EPPeople Output A Getdata Commands Note that each template with have to get the data that is relevant to that document Here are guidelines e Always get the data for that specific document if there are roles defined in that document Eg Husb will txt for the Husband s Will template WillHusb dot e If you are doing the husband s documents or joint get Husb txt If you are doing the wife s document not joint get Wife txt e If you are using data relating to the other spouse or otherwise need or you need Husb And Wife info get WDOutputAlL txt 48 B Examples 1 The User s View Estate Plan Roles Edit View Tools Help LastName FirstName Fullt 3 Kurt Hampton Q Financial Durable Power of Attorney f City ft Agents f Babson Joani Joar Ee Agent 1 f Bradbury Susan Sus P Jil Lynn Hampton f Casey Benjamin Benj Robert Johnson Hampton Pat Pat t 29 Agent 2 f Hampton Trevor Trev P Jeffrey M Smith Fa Hampton Jill Tilt eS Agent 3 Cal Hamntan Krt Kurl 2 The Blastoff File temporary Data At blastoff the system will output a number of temporary blast off data files that WinDraft reads using a GETDATA command There are 3 levels of files that
42. le RelToHusb Index RelToWife Entity Gender Field6 ClientMatter aa RecordID ClientID ha Es To remove a grouping level that you added click on it then click lt t Entity Field RecordID FullName Grouping Options Cancel lt Back Next gt Finish Layout Options in Stepped Layout the Wizard include the following You can also pick color schemes 19 fonts etc Report Wizard XXXXXXXX Outline Layout Report Wizard XXXXXXXX RRRRK KRKRK RRKKR RRRKR HWHH RRERK KERKE RRXKK KRKKX KERHO KRXKR RREKH RARKR RRXKK RRERK RRRAK REAR KRXKK RRRKK RRRKK KRERK 20 Designer View of the Report created by the Wizard From here you can change the text and formatting Report Header EPPeople Report TA Header Grantor Header Grantor Grantor Document pag Role Header Index Header Page Footer D EXCEL PIVOT TABLE The text file can also be read into an Excel table and manipulated in a pivot table that looks like the example to the right Status We haven t yet created a generic way to create this 1 Jill Lynn Morgan Lyle Allen Morgan eh National Investments j Robert Johnson H Scott Mitchell i 1 Jill Lynn Morgan i 2 Joani Burger
43. many documents each of which have many fiduciary roles each of which can have an array of people associated with them many successors and at each level of succession there can be one or more co fiduciaries and each person may have a different relationship to the husband and wife That complex data structure is compounded by the need to be able to insert this information into documents with great flexibility in the way the data is combined and formatted The way the information is merged into the documents may vary from state to state firm to firm and attorney to attorney depending on the law and the drafting style of the attorneys II The Solution EP Expert now includes a flexible user friendly approach to managing the information about people and their roles in the documents it is called EPPeople It combines an Windows Explorer like tree control drag and drop interface and advanced programming approaches using XML and COM A EP Fiduciary Chooser 1 Screen What it looks like XML Extensible Markup Language See www xml org www msdn microsoft com xml and Why I like XML http www xmlmag com upload free features xml 2000 04fal00 dw0004 dw0004 asp COM Microsoft s Component Object Model architecture See http Awww microsoft com com 2 2 s Estate Plan Roles A l x a 5 File Edit View Tools Help Kurt Hampton E w Financial Durable Power of Attorney El f2
44. ment gt lt document output IT display Irrevocable Trust gt lt role output Trustee display Trustees gt lt document gt lt document output Family display Family gt lt role output Child display Children gt lt role output Husbh display Husband 7 gt lt role output Wife display Wife gt lt document gt lt grantor gt lt grantor display Wife output Wife id 12 gt lt document output FDPOA display Financial Durable Power of Attorney gt lt role output Agent display Agents gt lt document gt document ontnnt HDPOA dicnlav Health Care Durahle Power of Attorney As you can see the General EPT file defines the documents roles and output but has no information in it about people There can be different EPT templates for different firms states and factual situations By default they are named General EPT but they can also have other names and a macro can use different EPT files to create a new EP roles file depending on the facts Client EP files As mentioned above EPPeople has two modes of operation 233 e Normal Integrated so that EPPeople data is saved with the WDDATA Checklist so there are no separate EPPeople data files e Special Launched by itself from Windows Except for importing and exporting in normal operation the user does not need to worry about EP files WinDraft stuffs them into the normal WDD WinDraft checklist data file and manage
45. ment merges the value will be correct Therefore this is a cosmetics issue When WinDraft runs it will replace the WinDraft variable so that the value of the WinDraft variable is used by Word in recalculating Word fields For example SET Agent 1HeShe HeShe Agent 1 This will allow you to insert the field Agentl1HeShe anywhere in the document and have it insert the WinDraft variable We do this frequently with the grantor and grantor s spouse variables and with the first level fiduciaries such as agent in DPOA s Durable Power 3 You can read about that elsewhere e g Insert Field in Word then click Help This will get you started 26 of Attorney but not with variables that are only used one or two times in a document Using the Fiduciary Variables in Context a b c Without FOR Loops Simply insert them in a sentence wherever they go Such as I appoint Trustee 1 Names to serve as co Trustees With FOR Loops The sequences of levels represented by the number in parentheses allow them to be used in a FOR loop See WinDraft author s manual for how FOR loops work An Example that shows the syntax is as follows I appoint the following Trustees who shall serve in the order listed below the next line will insert a line for each trustee FOR I 1 TO Trustee Levels INCLUDE TrusteeName doc In this example TrusteeName doc includes one line like
46. ments trust compe Joani Joani Babson sister in lay Pat Pat Hampton brother Jill Lynn Jill Lynn Hampton wife Kurt Kurt Hampton Self Lyle Allen Lyle Allen Hampton father Travis Scott Travis Scott Hampton json Trevor James Trevor James Hampton son Robert Robert Johnson friend David R Dr David R McMaster doctor Karie Dr Karie McMurray doctor Scott Scott Morlan friend Jackie Jackie Neuberg friend M 4 People Database Record n 4 gt fi Add Save Delete Clos 2 Record View Screen A form for one record at a time E Client a Hampton Matter e 0001 gt Record View Table view Last Name First Name Middle Hampton Jill Lynn Full Name Jill Lynn Hampton Address 4329 Timberdale Road e mail Rel to Husb wife Address 2 Pager Rel to Wife self City St Louis Fax Gender Female State Missouri Also Known As Date of Birth ST MO Nick Name Date of Death Zip 55555 Citizen Marital Status N A kd City or County NZA v Agent Name Prefix County St Louis Government ID Salutation COUNTRY Notes Salutation Couple Business Phone Living Arrangements Suffix Home Phone 314 532 1457 User Client of Firm C ma People Database Record n 4 Pi Add Save Delete Close Working with the Roles Tree If you are using the standard WinDraft setup When you open an existing WinDraft checklist it will automatically launch EPPeople and load the right people and roles
47. n A Smith Note that the order will be the same as you see on the tree If the husband names himself and his wife it would say I appoint myself and my wife Sally A Smith If he lists her first then it would say I appoint my wife Sally A Smith and myself to be Trustee Printing the EPPeople There are now at least 6 ways to print out the data that s in the EPPeople XML file A BASIC PRINT Version 2 1 and higher has a FilelPrint menu choice that prints out a basic printout of the people and roles B OUTPUT DATA The EPPeople data is available for you to print out or otherwise use IN TEXT FILE the role data Each time we blast off the system outputs not only Data is output the data for WinDraft to use in the current set of documents but an automatically to a ASCII text file that can be used in any number of different ways tab delimited text The format is a tab delimited table with the name of the field at the file that looks like top of each column in the table in the first row this when attached 17 to or imported into an Access file Right now it goes into the data directory and is named client matter txt Feni Apt 2 Porsen Apert 2 Foren Aget 1 Penin 2 Penn Aget Permen agert 2 Poren 1 Permen 2 Ponen Trustee 1 Pesan Thate 2 Porten Gor Ponen Gajon 2 Persen Agere 1 Penan 2 Penan Agert 2 Penan Agt 1 Poren Agert 2 Perzen Aqat 1 Ponen 2 Porsin Pers
48. nology Uses the modern XML format to store data about the roles This offers dozens of advantages including flexibility compatibility and ease of use The programs are written in Microsoft Visual Basic and interact with your choice of database By default it s an Access 2000 MDB file Jet 4 0 but it could also be Access 97 SQL Server or others Entering the People 1 Architecture and Benefits The people are stored in a database table This has several advantages Easy to enter the data e Enter each person s information just once e Use the data for other purposes such as marketing conflicts of interest searching and matter management e Compatible with other databases the firm uses The data is typically stored in Access or SQL Server tables Working with the EPPeople exe Program In normal use the program will be accessed using the first method described below as an ActiveX program called from within WinDraft s Wddata exe checklist EPPeople can be accessed in two ways A EPPeople Automatically Linked to the WinDraft Checklist EPPeople exe is an ActiveX component in the Microsoft COM architecture See www microsoft com com COM stands for Component Object Model and is an architecture by which one application can talk to another application programmatically WinDraft through its VBScript interface WinDraft 4 0 and later and EPPeople both support COM and can talk to each other pro
49. nt 2 Person 1 Gender M husb FDPOA Agent 2 Person 1 ClientMatter UNANSWERED husb FDPOA Agent 2 Person 1 ClientID Common husb FDPOA Agent 2 Person 1 MatterID EP husb FDPOA Agent 2 Person 1 DOBMMDDYY YY UNANSWERED husb FDPOA Agent 2 Person 1 DateOfBirth UNANSWERED husb FDPOA Agent 2 Person 1 DateOfDeath UNANSWERED husb FDPOA Agent 2 Person 1 Street 4510 E Thousand Oaks Boulevard husb FDPOA Agent 2 Person 1 Street2 Suite 200 husb FDPOA Agent 2 Person 1 City Westlake Village husb FDPOA Agent 2 Person 1 ST CA husb FDPOA Agent 2 Person 1 State California husb FDPOA Agent 2 Person 1 Zip 55555 husb FDPOA Agent 2 Person 1 Code UNANSWERED husb FDPOA Agent 2 Person 1 BusPhone UNANSWERED husb FDPOA Agent 2 Person 1 HomePhone UNANSWERED husb FDPOA Agent 2 Person 1 EMail UNANSWERED husb FDPOA Agent 2 Person 1 Pager UNANSWERED husb FDPOA Agent 2 Person 1 Fax UNANSWERED husb FDPOA Agent 2 Person 1 MaritalStatus UNANSWERED husb FDPOA Agent 2 Person 1 AKAName UNANSWERED husb FDPOA Agent 2 Person 1 NickName UNANSWERED husb FDPOA Agent 2 Person 1 Prefix UNANSWERED husb FDPOA Agent 2 Person 1 Salutation UNANSWERED husb FDPOA Agent 2 Person 1 SalutationCouple UNANSWERED husb FDPOA Agent 2 Person 1 Suffix UNANSWERED husb FDPOA Agent 2 Person 1 CityOrCounty UNANSWERED husb FDPOA Agent 2 Person 1 County Ventura husb FDPOA Agent 2 Person 1 Country UNANSWERED
50. o the roles tree you still have to Save within the WinDraft checklist in order for the role data to be saved 40 Blast off Temp Text Files When you blast off EPPeople will output a number of text files to your Windows TEMP directory If you don t know how to find your temp dir search for one of the files They have file names like husb txt husb rt txt etc See Troubleshooting Temp Blastoff Text Files on Temp Directory below Open these files and see if the data is in there If the data is in the roles tree and if EPPeople is operating correctly then blast off should output the data to these files Variables Merged into the Documents If the data is in the temporary blastoff files but not coming into the documents then there may be a problem with the GETDATA commands in the model documents GETDATA commands to pull in the right data are in the model documents generally organized like this Variables for which the DOT files being merged eg document is the home FDPOAHusb dot RT_Wife dot etc document Variables for all documents subdocs EPStart Doc Variables for all of man s subdocs GRGender doc or documents or all of woman s EPStart doc documents A D Setup Procedures on Windows 95 and NT EPPeople Setup Notes Loading Windows Components that EPPeople Uses Most files and setup notes are on http eahome lawtech com 85 clifiles eppeople2 JAE 11 12 2001 A Table of
51. other wife Self Father son son Friend physician doctor doctor Friend Friend Ir le l4 Ready hampton 0001 Benefits to Users e User friendly e Powerful e Fast e role in the right document e Only enter each name once then drag and drop the person to the Automatically handles punctuation and wording e Offers great flexibility in the formats you can use to output data into a document Mix and match the options Blastoff Options O Show names in upper case O Include residences in the names list Include relationships in the names list O Use comma before the and Use comma at the end of the names list Save changes Cancel Examples The phrases below are variable outputs that can fill in the blank in the following sentence I appoint to serve as initial Trustee Depending upon the options chosen here are some ways EP Expert can automatically fill in the blank John A Smith John A Smith Fred Smith and Sally F Johnson my wife Sally Johnson my brother Fred Smith and my sister Jane McMurphy e my brother ROBERT SMITH residing in St Louis Missouri and my sister SALLY F ROGERS now residing in San Francisco California 3 Benefits to System Authors Easier and faster to program Consistent naming convention for fiduciary variables Great flexibility Lower cost Removes drudgery from dealing with fiduciaries 4 The Tech
52. ott Morlan Jackie Jackie Neuberg Jeffrey Jeffrey M Smith 172 Hampton Jill Jill Lynn Hampton Lynn wife self F Harnton Middle Allen Scott James lol x RelToHusb trust comp sister in la legal assist brother Self father son son Friend physician doctor doctor Friend Friend hampton Eidelman Associates 2001 Eidelman Associates November 12 2001 EP Expert Fiduciary Chooser Table of Contents I INTRODUCTION A Documentation B This is a Work in Progress C Why EPPeople II THE SOLUTION A EP Fiduciary Chooser 1 Screen What it looks like 2 Benefits to Users 3 Benefits to System Authors 4 The Technology B Entering the People 1 Architecture and Benefits III WORKING WITH THE EPPEOPLE EXE PROGRAM A EPPeople Automatically Linked to the WinDraft Checklist B EPPeople as a stand alone Program IV WORKING WITH DATA A Clients and Matters B Working with People 1 Table View Screen Enter and view data in table view On Record View Screen A form for one record at a time C Working with the Roles Tree 1 Select a Client Matter 2 The Roles Tree 3 Drag and Drop 4 Copying Branches of the Tree a Copy any Node to any Like Node b Mirror Image Copying 5 Working with the Tree Display D The People List AAUNRN N U un E Saving Your Data 15 vV BLAST OFF TO OUTPUT YOUR DATA TO WINDRAFT 16 A How to Blastoff 16 What Happens 16 C
53. rson 2 Salutation UNANSWERED husb FDPOA Agent 1 Person 2 SalutationCouple UNANSWERED husb FDPOA Agent 1 Person 2 Suffix UNANSWERED husb FDPOA Agent 1 Person 2 CityOrCounty UNANSWERED husb FDPOA Agent 1 Person 2 County Los Angeles husb FDPOA Agent 1 Person 2 Country UNANSWERED husb FDPOA Agent 1 Person 2 GovernmentID UNANSWERED husb FDPOA Agent 1 Person 2 Citizen UNANSWERED husb FDPOA Agent 1 Person 2 CompetencyCode UNANSWERED husb FDPOA Agent 1 Person 2 AgentName UNANSWERED husb FDPOA A gent 1 Person 2 LivingArrangements UNANSWERED husb FDPOA Agent 1 Person 2 ClientOfFirm UNANSWERED husb FDPOA Agent 1 Person 2 PersonNotes UNANSWERED husb FDPOA Agent 1 Person 2 Name ROBERT JOHNSON husb FDPOA Agent 1 Person 2 Index 1 husb FDPOA Agent 1 Person 2 1 husb FDPOA Agent 1 Person 2 Relationship friend husb FDPOA Agent 1 Index 3 husb FDPOA Agent 1 3 husb FDPOA Agent 1 TypeCode SO husb FDPOA Agent 2 Count 1 husb FDPOA Agent 2 Names JEFFREY M SMITH husb FDPOA Agent 2 Name JEFFREY M SMITH husb FDPOA Agent 2 Person 1 RecordID 173 husb FDPOA Agent 2 Person 1 LastName Smith husb FDPOA Agent 2 Person 1 FirstName Jeffrey 51 husb FDPOA Agent 2 Person 1 FullName Jeffrey M Smith husb FDPOA Agent 2 Person 1 Middle M husb FDPOA Agent 2 Person 1 RelToHusb UNANSWERED husb FDPOA Agent 2 Person 1 RelToWife UNANSWERED husb FDPOA Age
54. s them automatically The following was written before we started storing them in the WDD file Everything below except for File operations is still valid The EPPeople role files are formatted in XML and have file names that end with EP They are generally stored on the practice system data directory such as windraft epFirm data They look like the following example JAE Note The XML file now has the person s name in it as well which will synchronize the info if the person id has changed in the database This would occur for example if the data were entered in one MDB then imported into another JAE Please paste in a new picture 34 d lt docurnent output FDROA display Financial Durable Power of Attorney role output Agent display Agents gt A gt c documant gt lt focument output HDPOA displey Health Care Durable Power of Attorney rah deplay Agents gt ay Husband cutput Husb id 70 gt g avo arson id 71 gt clavel order 1 gt Note that the file is the same as the EPT template file except that it contains additional information about each person and about the levels for each fiduciary role Because the person s name address and other personal information is looked up in a database the EP file does not contain the actual information about each person but rather an index field that is a link
55. t s also possible to rearrange the columns in the list by dragging and dropping the column headers Double clicking on a person in the list takes you directly to the record view of that person Saving Your Data WinDraft has two modes to have the WinDraft checklist program save the data It can either be saved as a separate EP file or it can be saved within the standard WinDraft data file the normal method If using EPPeople as a stand alone program use FilelSave to save the data as a EP file 15 V Blast Off to Output Your Data to WinDraft A How to Blastoff In normal operation EPPeople will blast off automatically when you blastoff from WinDraft s checklist screen If the script has not been set up to do that or if you are operating EPPeople as a separate application then click the FilelBlastoff menu What Happens EPPeople will output a number of temporary data files to the Windows TEMP directory so that WinDraft can read that data as it assembles documents What those files are and what is in them is described in the Technical Notes section below Blastoff Options WinDraft will output the Names information with various options See below Select those options by clicking on the appropriate choices on the Options menu The options are saved in the WinDraft ini file so they may be different if you change machines or login as someone else Blastoff Options Mix and match the
56. ta file O O O Open a sample data file Hampton Make sure there are people in the roles table and no error messages other than possibly the switch to or retry Blast off the financial durable power of attorney FDPOA Note Ifthis works then the OLE Automation aspects are working properly so that WinDraft s checklist program WDDATA can correctly talk to EPPeople and drafting engine WinDraft wll and the forms are correctly reading the EPPeople output o Go through the steps in the Quick Start to using EPPeople to create a new one and blast off If that works then you are in business Note There have been some settings all involving machines created through a cloning process such as Ghost in which everything worked fine with an existing data file but creating a new data file caused an error message C EXPLANATION What s going on with this program is that WODATA EXE written in 44 C and EPPeople exe written in VB talk to each other using Microsoft s Component Object Model COM architecture including database integration using ADO which requires that current MDAC drivers and stores the data in XML format If the DLL s aren t all current and the registry settings aren t all correct then either the EPPeople program doesn t work right at all or the integration between the two programs doesn t work well It s pretty easy with Windows 2000 Office 2000 and IE 5 5 already install
57. that you refer to a variable by using the shortest version of the name Note If you want to use the longer name you can It does no harm It s just that the shorter names are easier to understand when you are reading the document Example of how to use the variable for Initial Trustees in the husband s revocable trust at the Role Level Example If Example Variable as used in the GETDATA Explanation var is used in Home document reads data this document document Initial Trustee s in the from this temp of the var Husband s Revocable Trust text file Husband s Husb s Trustee 1 Names husb will txt Scope Only in the home document Rev Trust Rev Trust If a var is in its home document no qualifying path is required You can optionally use a longer path name but it is better style not to both for readability and portability Husband s Husb s RT Trustee 1 Names husb txt Scope In any of husb s docs Pour over Will Rev Trust Because the willis calling a trust variable you need to put AT in front of it But you don t need the husb because it is the husb s doc calling another document of the husb Letter to both Husb s Husb RT Trustee 1 Names wdoutputall txt Scope Any document clients Rev Trust You need the full path because it s being summarizing the documents called from a document that is not only not the home document but not even the husband s do
58. this TrusteeName doc Trustee I Name Combining The Two Approaches Here s an example that uses the two approaches depending on whether or not there is just one trustee IF Trustee Levels 1 I appoint Trustee 1 Names to serve as Trustee ELSE I appoint the following Trustees who shall serve in the order listed below the next line will insert a line for each trustee FOR I 1 TO Trustee Levels INCLUDE TrusteeName doc ENDIF 27 B Authoring Programming the Checklist 1 Use VBScript or JavaScript programming in a WDS file to have variables and Events in WinDraft s checklist interact dynamically with EPPeople EXE Events that interact with EPPeople can include Windraft system events Blastoff Save Open or can be programmed to react when the user exits from a field or clicks an Author defined button You can also interact with EPPeople s Database or XML files from other parts of the system such as blastoff programs in Word VBA etc C Authoring Editing Templates 1 Understanding EPPeople Templates and Data Files When you create a new data file that contains EPPeople data that data is stored in XML and it is based on an XML file stored on template with names like General ept for married husband and wife wifeonly ept etc If you want to change the relevant grantors husb wife or both documen
59. tions Hep E Jack R Hamgton R Lastlame FirstName FulName Middle Q3 Financial Ouradle Power of Attorney Q 59 FirsiTustCo Firsi Trust Co E agents 50 Hampton Jack JackR Ham F fZ Guardians Q io Hampton Elinor Elinor S Ha 6 O Health Care Durable Power of Attorney Q ia Hampton David Danid A Ha R f gants g 47 Hampton James JamasA Ha A C Guardians t Hamphon v lam Wilisen S Ha amp ta Ling Vall 4 Hampton Andraw Andrew S Ha 5 gants g t4 Hampton Brian Briana Ham A t wei ta Hampton Lissa Uss A Ham A feri Personal Representatives m Guardians A Trustees AL Revocable Trust Trustees je Trustees ua Einor S Heenpeor Financial Ouradle Power of Atorney Health Core Durable Power of Attorney Using will a wil H Revocable Trust H lrerocable Trust Drag and Drop Start with the Husband s documents Click on a person on the right drag them onto the role on the left and release the mouse button to drop the person on the role You can have co fiduciaries by dropping two or more people on any given role As you add a person to a role the system will automatically keep count That is if you add Agent 1 the interface will open up Agent 2 and so forth There is no limit to the number of levels you can have and there is no limit to the number of people you can have at any level Note The WinDraft System Author must make sure that the document langua
60. to Microsoft documentation on the various options This setting is used to make EPPeople compatible with a people database that is in a wide variety of formats connected using a variety of methods and drivers Typical entries would be EPConnectionString DSN EP People EPConnectionString Dbq n windraft EPFirmIntitials data eppeople mdb C Troubleshooting EPPeople Issues Following the data We may hear I added three additional people but they didn t stick They didn t come into the document Troubleshooting this is difficult unless we know the specifics Here are the things to look for 1 Database Entries Are the people you entered in the database If you add a person that person should still be in the database whether or not you dragged any of the people into roles or saved the WinDraft data file Take a look with EPPeople s view people menu choice or from the data checklist by clicking on the Edit People button Or you can go into the EPPeople mdb file with Access and take a look Is the client code field right Note that the client number in the client database and the EPPeople XML data must match Generally this must also match the Client number in the checklist Please don t change client numbers unless you are sure you know what you are doing or you may get unpredictable results The Roles Tree If you dragged and dropped the people into the roles tree are they still there Don t forget that if you add them t
61. ts E PR 3 E PR 4 E pr 5 F2 witnesses G witness 1 Jeffrey M Zabner 6 2 Witness 2 f Susan 5 Dahlberg E witness 3 Guardians Revocable Trust Only documents and roles can be added to the template Levels are automatically added when dragging people onto a role or onto the last level of a role Grantors cannot be added although they can be removed from the template as explained in the following section How to remove a role document or a grantor Right click on the node that you want to remove and select Template gt Remove node where node can either be a document a role or a grantor Time gt EHA Health Care Durable Power of Attorney Z Weston Jil ft Weston Ku AA Copy people Ctrl C weston Ly Faste people Ctrl ey Weston Tr 3 A Remove people weston Tri i Fabra 4 E ee OOO O OO i Remove Role 5 f2 Physic Expand node SEs uae A 3 Pl Collapse node ae tName PI Swap Husb Wife while copying tName Jeffrey M Zabner FullName E Physician 3 Middle c a Living will RelToHusb f2 agents RelToWife Fl will By removing a grantor you can create templates for Man Only or Woman Only estate planning 30 4 How to change the properties of a node Right click on the document or role that you want to modify and select Template gt Node properties where node is either a document or role i H
62. ts or roles you do that the same way in a client data file and in the templates a First open the data file or template file b Second right mouse click on the appropriate level and make the changes you want c Finally save the data file or template How to create a new role or document To create a new role or document right click on the node hosting the new item and select Template gt New node from the popup menu where node is either a document or a role 28 Ei LIU ol cj gt U f Morlan 5 Copy people Ctrl C f Mika z i Paste people Ctrl Fa 4 i 3 i eston Remove people P HE a eston Template New Role Remove Document Expand node Document properties Collapse node v Swap Husb Wife while copying oe 2 Witnesses RecordID A 1 Witness 1 LastName m P Jeffrey M Zabner FirstName oa Witness 2 FullName Lae f Susan 5 Dahlberg Middle r Witness 3 RelToHush Enter the name of the new node in Text to display and the corresponding blastoff code in Blastoff Text TE DisabTrust Text to display fm Death Trustee Guardians B 3 DeathTrus blastoff text fi Kurt Y Guardian Y DeathTrus i cn oa ee In example above after clicking on Create Role a new role will be added to the Will document as shown below 29 LIVING wil GA will B f3 Personal Representatives E S PR 1 f Kurt Weston E PR 2 f Robert Daddi f Scott Morlan f City National Investmen
63. unched from the StartlPrograms menu or from Windows Explorer It has its own File Open File Save Save As functions and to output data to WinDraft it has its own FilelBlastoff function To use it in this way separately launch EPPeople work with it as a separate program and use the Windows Taskbar or Alt Tab to move between WinDraft Word and EPPeople just as you do with other programs Working with Data EPPeople can work with data in a firm s own database or case management system or even with Microsoft Outlook If set up that way then your firm may enter clients matters and people using a different interface The examples below assume that you are adding and editing clients matters and people through our very basic interface described below A Clients and Matters Before you can add people for a client matter you need to add a client and matter code In normal operation you add the client and matter code in the WinDraft interface under the File Info screen When you click the Assign Roles button the system will automatically create a new EPPeople roles file with the correct client and matter automatically inserted into the database Manually you can also click on the ViewlClients and Matters menu choice and then add a client and matter by clicking on the appropriate tab and add button Refresh will sort the list in alphabetical order Clients and Matters O x Clients Matters
64. w microsoft com com resources downloads asp or from Lawtech dcom95 exe There is also an update for Windows 98 e Microsoft Windows Installer MSI any version is OK for our needs o New version 2 0 for Windows NT and 2000 ships with Windows XP http www microsoft com downloads release asp releaseid 32 832 amp NewList 1 o Version 1 2 for Win 9X and ME http www msdn microsoft com downloads sample asp url msdn files 027 001 455 msdncompositedoc xml b MDAC 2 5 or higher Included with IE 5 0 and higher SQL Server 2000 client setup installs 2 6 See http support microsoft com view dev asp ID hl amp pg mdac asp for a FAQ about MDAC and http support microsoft com view dev asp ID hl amp pg mdac asp to get to the MDAC download page If you want to go to 2 6 without loading 2 5 first talk to Jim about the JET issue before you load it or load 2 5 then upgrade to 2 6 Only needed if you don t have IE 5 0 or higher or another program that has loaded current MDAC drivers The MS Web page has a component checker utility that checks your system for what you have c XML 3 0 Parser MSXML 3 0 Included in IE 6 0 and higher ships with Win XP As of November 1 2001 the current version is SP2 http download microsoft com download xml SP 3 20 W9X2KMeXP EN US msxml3sp2Setup exe or see www microsoft com xml 3 Run the EPPeople setup exe after unzipping it Current version 2 0 2 Files are on
65. working with an individual person what goes in the parentheses is the index variable for that role person such as For each person there is a name state zip etc and there is always a index which will have the following values Value of index Gender and number HeShe person 1 index 1 One male he 2 One female she 3 Multiple people they 24 4 One entity corp it etc JAE NOTE Originally we used to always use index However now EPPeople will also output the root variable with no dot that is the same as index This makes the appearance of functions much easier to read such as HeShe Trustee 1 instead of HeShe Trustee 1 index The use of index is now optional To the extent that other parts of the manual discuss or give examples using the index they apply equally to the root variable without the index The index will be output both for each role person and each row level eg Initial trustee first successor etc and the number of each person who may act as cotrustee at any level Thus you can use either or both of the following TT rustee 1 N ames shall serve as I nitial Trustee TT rustee 1 N ame shall serve as Initial Trustee e Note that the above has one Name Names for each level of succession of a role This is how you refer to the one or more people in a role collectively in the middle of a sentence

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