Legacy Planner Guide
Koha Digital Legacy Planner Help Center
Search for the articles here or browse the categories below.
Managing Your Account. Learn how to renew your membership, billing, and manage all personal and public profile settings.
Navigating the Dashboard
Frequently Asked Questions - Public Profile
Managing Your User Profile Details
Managing Your Public Profile
Managing Your Account Subscription & Renewal
Your central CRM hub. Learn how to create and manage client profiles, data collection, needs assessment, and organize case-specific tasks.
Frequently Asked Questions - User Profile Details
Managing Customers
Conducting Financial Needs Analysis
Using the Address Book
Frequently Asked Questions - Managing Customers
Drafting the people clauses. Learn how to designate Beneficiaries to receive assets, and appoint individuals (family or friends) to key legal roles like Executor, Guardian, and Trustee.
Drafting the asset clauses. Learn how to record the estate inventory (assets and debts), allocate specific gifts to designated beneficiaries, and structure the residuary estate distribution.
Adding Additional Instructions to a Will
Adding a Pledge to Charity
Managing the Residuary Estate
Specifying Specific Gifts
Adding Debt Information
Engaging professional partners. Learn how to hire a Corporate Trustee, secure Will Custody, or engage the Legal Panel.
Trustee & Corporate Executor Services
Submitting the Will for Custody
Retrieving the Lifetime Custody e-Card
About Affin Hwang Trustee Berhad
The final steps. Learn to generate, sign, witness, and secure the final legal document.
Reviewing the Will Summary
Generating the Will Document
The Signing Process, Validity & Witnesses
Generating the Estate Listing
Adding Witnesses
Marketing & Education. General resources, marketing materials, legal FAQs, and how to contact the Koha Technical Support team.
Accessing Marketing Materials
Frequently Asked Questions - Support Tickets
Raising a Support Ticket
Common Client Objections & FAQs
Customer Service & Data Privacy