Custom Profiles

The Custom Profiles feature enables you to establish pre-answered interviews for frequently used documents such as Wills, trusts, and ancillary documents. This facilitates faster drafting by starting with a personalized set of default responses, reducing the time required for interviews and enhancing the consistency of your selections.

1. Creating Custom Profile Instructions
Length: 01:10

2. Edit Custom Profile Instructions
Length: 00:24

3. Delete Custom Profile Instructions
Length: 00:15

4. Customize Custom Profile Instructions
Length: 00:57

5. Using Custom Profile Instructions
Length: 00:23

Edit Custom Profile Instructions

2. Edit Custom Profile Instructions

  1. Click Manage Custom Profiles
  2. Click on the Custom Profile you want to edit
  3. Click Run Interview

In Wills and Trusts you will always have to answer the three Profile Builder Mode questions each and every time you run the custom profile interview.

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