QUICK START TO USING WDDATA AND EPPEOPLE TOGETHER.
Contents
1. here you will be able to work with the programs as installed in your firm WORKING WITH DATA First of all this documentation assumes that you know how to use WinDraft independent of EPPeople If you don t please read the Quick Start to Using WinDraft A WORKING WITH AN EXISTING DATA FILE When you open the WinDraft Data Entry Checklist program the EPPeople program will load automatically but it will be hidden until you are working with data Click on FilelOpen to open an existing data file such as the demo data Hampton 1 wdd When you do WDDATA exe will both open the data file and cause EPPeople exe to access the cast of characters in the database and their roles for that data file NOTE Although WDDATA exe and EPPeople exe work together they are two separate programs and you often need to move back and forth between the two using standard Windows commands for moving between windows You can either e usetheA T _ keys to switch back and forth between the WinDraft checklist and the EPPeople windows or e click on the Windows task bar at the bottom of the screen which looks something like this PAstart H Inbox Microsoft Ou Pa EPPeopleQuickstart Sih esl Smith Sep Trusts 26 a Estate Plan Roles And note that with Windows NT and 2000 sometimes WinDraft can t switch the focus to the EPPeople window and you need to manually switch windows The EPPeople screen will look something like t2. legal assist brother Self Father son son friend physician doctor doctor friend friend f Jackie Meuberg ClientMlatter E La Guardian 2 iant Hamas _ gt Ready hampton ogi E Z See the full EPPeople user manual for a full description of how to drag and drop data and work with the other options When the data is the way you want it to be switch back to the WinDraft checklist and click blastoff Use Alt Tab or click on the WinDraft checklist icon on the Windows task bar at the bottom of the screen to switch between the programs B WORKING WITH A NEW DATA FILE 1 IN THE WINDRAFT CHECKLIST CLICK FILEINEW TO CREATE A NEW DATA FILE i E Untitled WinDraft Checklist File Edit view Outline Help We Ctrl M Ctrl 0 Ctrl S G amp Open i Saye Save AS 2 CLICK ON THE PEOPLE HEADING Go to the People heading The right side of the screen oa ols like this FA Untitled WinDraft Checklist File Edit View Outline Help Demla sael PR lt gt Estate Planning EE Motes on Features of trust HS Firm Information El People ES Trustor Grantor Information Documents For client i H Notary Information EI People a EES Trustor Grantor Information HS Children Information Ba Substantive Provisions Trust amp Common 2 HS Disability Guidelines H Specific Gifts and Tangible Property a Creation of Marital and Exemption Trusts D a Marital Deduction s
3. to open it up depending on whether the roles are visible 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 _Q 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 xe EPPeople Estate Plan Roles File Edit iew Options Help Jack R Hampton A R Last ame FirstName FullName Middle a a Financial Durable Power of Attorney 59 First Trust Co First Trust Co Bf Agents fi 50 Hampton Jack Jack R Ham WE O Hampton Elinor Elinor 5 Ha Ely Agent 1 A l ne f Elinor 5 Hampton 456 Hampton David David R Ha F By Agent 2 fi 47 Hampton James James A H A of David R Hampton fi 46 Hampton willian wiliam 5 Ha B f James A Hampton fi 45 Hampton Andrew Andrew 5 Ha 35 ey Agent 3 fi 44 Hampton Brian Brian A Ham A ER TF Guardia ne fi 43 Hampton Lissa Lissa A Harm A Fa Health Care Durable Power of Attorney m Living vvill ig win 2 oe sf Personal Representatives Ey PR 1 aff Elinor 5 Hampton By PR 62 A A aff David R Hampton RecordID 43 Bey PR 3 LastName pee ff William 8 Hampton eae Era eae uf PR i4 F Doa Mice E id RelToHusb wife _ le RelloWife self Sie Revocable Must Render E a i fi Trustees Chenthlatt
4. I II QUICK START TO USING WDDATA AND EPPEOPLE TOGETHER by JAE July 3 2001 INTRODUCTION A BACKGROUND WDDATA EXE is the WinDraft Data Entry Program which we also refer to as the WinDraft Checklist See Quick Start to Using WinDraft and the WinDraft User s Guide for more information on that This guide adds quick start information for lawyers legal assistants and legal secretaries on how to use the EPPeople fiduciary chooser program which works in conjunction with the other WinDraft components See EPPeople Fiduciary Chooser User Manual for complete information including a full description of what this module does and how to use it how to program it and how to setup and support it If you haven t done so we recommend reading at least the beginning of that document before you read this so that you can see what the program does and how it helps you INTEGRATION WITH THE WINDRAFT CHECKLIST Although EPPeople can be used independently this documentation assumes that you will be using EPPeople with full WinDraft checklist integration Thus you perform most file operations for EPPeople within WDDATA SCREEN SHOTS MAY DIFFER Note that your screens and systems may vary slightly from what you see in this document If so that is because either your practice system s integration 1s different or because we have added features to EPPeople and WinDraft Either way we hope that if you follow the steps described
5. an Gender mm State Also Known As Date of Birth ST Nick Hame Date of Death Ip Citizen Marital Status mm City or County mm H Agent Hame Prefix County Government ID Salutations COUNTRY Notes Salutation Couple Business Phone Living Arrangements SUFFI Home Phone User Client of Firm nja People Database Record n 1 gt m Add Save Delete Close 3 Navigating through the Records If you want to go back and forward through the people there are two ways to navigate Either go into table view and scroll up and down through the list Or in record view you can click the arrows at the bottom of the screen KIRI People Database Record n 1 CC You can see what record number you are on and the arrows let you to the beginning the previous record the next record or the end respectively 4 Data You Must Enter Be sure to enter at least the name information gender state and relationship information For relationship enter both relationship to the husband and to the wife This is critical and must be entered at least for the clients and their children Clients For the man enter self for relationship to husband For the woman enter self for relationship to wife You must do this even if the client is single Children Use son or daughter for the Relations to Husband and Relationship to Wife The system will also output special data for stepchildren so if your firm as implem
6. d roles later ENTER THE CLIENT AND MATTER CODE Note that this can be letters or numbers If you practice in a large firm it would typically be something like 100234 and 0001 In a smaller firm you might just insert the client s name as the Client Number Chent Humber Hamptori Mather Humber oon Note that once you enter the client and matter code for a group of people they stick and you can t change them without a hassle Therefore make sure you enter the client number correctly ENTER PEOPLE IN THE DATABASE a Click the Cast of Characters button to load EPPeople 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 i If you click on Cast of Characters the system will switch the focus from the WinDraft checklist to the EPPeople program s data entry screen for entering people into the database Note If you are already in the EPPeople program or if you click on Assign Roles first which takes you into the EPPeople program and the roles tree you can get to the same screens to enter people into the database by clicking the ViewlPeople menu choice The screen to enter people looks like this _5 Client a Hampton Matter e 0001 Record View Table View Last Hame First Hame Middle Full Hame Rel To Husband Lat KK People Database Record n 1 5 People The icon on the task bar at
7. ented a system that handles these you can also use step son and step daughter At least for the clients be sure to enter state Enter state abbreviation in the ST field and the state spelled out in the State field The rest of the fields are optional Of course you should enter any fields that are needed in your practice systems If addresses are needed in your firm s documents be sure to enter them See the full EPPeople User Manual for more information on entering these fields and how they are used 5 When you are done click Close ASSIGN ROLES USING DRAG AND DROP INTERFACE If you are in the WinDraft checklist interface click on the Assign Roles button on the People section of the outline 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 l If you are in EPPeople already from having entered the people simply begin dragging and dropping people from the list on the right side to the roles on the left side If you can t see the documents and all of their roles click on them and they open up Or click on a node then click EditlExpand Node on the menu a Drag and Drop Start with the Husband s documents Click on a person on the right drag him or her onto the role on the left and release the mouse button to drop the person on the role You may have to first double click on a document or role
8. er Hamnton FP e said revocable vst I Note that if you want to change the display of people on the right side of the screen you can drag the column headings to change the order and you can click on a column heading to sort on that column The default is sorting by last name but for example if you want to see the children sorted in order of age you can click on the date of birth column to sort by age To assign roles simply click on a person on the right hold down the mouse key drag them to a role on the left side and release the mouse Start with the Huband s Durable Power of Attorney agents b Copying Nodes of the Tree Note that you can copy just about any node on the tree Click on the husband s FDPOA agents for example and copy Then click on the husband s health care power of attorney right mouse click and paste Or you can simply click on the Financial DPOA copy 10 click on the Health care DPOA and paste See the full EPPeople manual for more information First use copy and paste to copy fiduciaries as desired for each of the husband s documents Then click on the husband Copy Then click on the wife and Paste You ll get the complete mirror image Then you can make any manual changes to the wife s fiduciaries SAVE When you have the data the way you want it press Alt Tab or click the Unti WinDraft checklist icon on the task bar ETa and save your data file Saving the WinDraft data file wi
9. his _2 a Estate Plan Roles File Edit View Tools Help kurk Hampton E A Financial Durable Power of Attorney Be f Agents ma Agent 1 f Jill Lynn Hampton 2 a Agent 23 on fi Jackie Neuberg sof Scott Morlan Agent 3 a A Health Care Durable Power of 4thorney gt Eb f Agents EI a Agent 1 f Jill Lynn Hampton 3 a Agent 23 fi Jackie Neuberg sof Scott Morlan S Agent 3 E Living will AL will g fZ Fersonal Representatives 5 PR 1 f Jill Lynn Hampton a a PR 2 on fi Jackie Neuberg a fi Scott Morlan S PR 3 Trustees Guardians Be a Guardian 134 Lasthamne Babson Bradbury Casey Hampton gt Hampton ARS Die da dre Jae Hampton Hampton Hampton Hampton Johnson Kildare McMaster McMurray Morlan Meuberg Smith a doe Jae Joe Jae Lai dae Jre Jae Jae i RecordiD LastName FirstName FullName Middle RelToHusb RelTovVife Gender Firsthame Joani Susan Benjamin Pat Kurt Lyle Travis Trevor Robert Benjamin David Karie Scott Jackie Jeffrey 172 Hampton Jill Full ame City National I Joani Babson Susan Bradbury Benjamin 5 Ca Pat Hampton Till Lynn Ha Kurt Hampton Lyle Allen Ham Travis Scott H Trevor James Robert Johnson Benjamin M Kil Dr Dawid R M Cr Karie Michi Scott Morlan Jackie Neuberg Jeffrey M Smith Jill Lynn Hampton Lynn wife self F Middle loj x RelToHusb trusk comp sister in la
10. ll also save the role information from EPPeople in the same data file ENTER OR EDIT OTHER DATA ON THE CHECKLIST See QuickStart to Using WinDraft for more information on steps that are not related to people Save again as appropriate BLAST OFF 11
11. o EE Marital Trust AE Exemption Trust Sy Dispositive Provisions HA Beneficiary Separate Trust shares FES Ultimate Beneficiaries Si S Will Only ew EA Husband s Will HS wife s Will HA Durable Power of Attorney By Health Care Durable Power of Attorney HDPO4 HS Special Notes for Health Care Power of Attorney H Husband s HDPO Provisions FRA wife s HDPOW Provisions PEOPLE WE o e Har Only C Woman Only Marital Status I Je the Trustor Mared Chent Humber Hampton Matter Number Joo Use EPPeople to a edit the cast of characters in the database and b agsign 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 Esport Roles Import Roles ba F Page People L Line ClientTypeCode 8 er Zz Note that your practice system may have these questions and buttons on different screens such as FileInfo depending on how your system has been set up 3 ANSWER THE QUESTIONS ABOUT THE MARITAL STATUS OF THE CLIENT FEOFLE We o s Men Only Woman Only Marital Status i fs the Trustor Married If you don t answer these questions when you create your EPPeople roles the system will assume that the client is married and use the template for married people when it creates the document roles If you forget to click single that s OK You can always delete the unneede
12. the bottom of your Windows screen will look like this Click the Add button at the bottom of the screen to add a person to the database You ll see that the grayed out tabs for record view and table view become black You can click on the tab to move back and forth between record view and table view In either view the Add Save Delete and Close buttons at the bottom of the screen work the same Add Save Delete Close 1 Table View Table view allows you to see all of the people on one screen but you can t see all of their data unless you scroll to the right _6 This is Table View As you add more records you ll see them in a table that looks like an Excel spreadsheet You can scroll to the right to add and edit the data Each time you want to add another record click the Add button People cni wx Client if Hampton Matter e 0001 Last Mame First Hame Middle Full Hame Rel To Husband Curt A Hampton sl EE H nja People Database Record n 1 gt m Add Save Delete Close 2 Record View Record view lets you see all of the data for just one person at a time but you can see all of the data for that person like this Client if Hampton Matter e a001 PTETTTTTrre eee Record View Table View Last Hame First Name Middle Hampton Curt Full Hame Curt Hampton Address e mail Rel to Husb Self Address 2 Pager Rel to Wite husband City F
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