The Document Selection tab establishes the foundation for the entire drafting package. Your selections on this tab determine which documents will be generated and which downstream interview tabs will appear as you move through the drafting package.
Purpose of the "Document Selection"Tab
This tab serves two core functions:
Document Control
You explicitly choose which estate planning documents are included in the package for this client or clients.Interview Customization
Based on your selections, the system dynamically expands or suppresses later tabs so that you are only asked questions relevant to the documents you intend to draft.
This approach ensures efficiency and avoids unnecessary data entry.
Selecting Documents to Draft
On the main portion of the page, you will see a checklist of documents available for the selected Oregon estate planning package (for example, a Revocable Trust-based plan for a married couple).
You may:
Select individual documents, or
Use Select/Deselect All to quickly include or exclude the full set.
There is no required minimum—any combination of documents may be drafted.
How Document Selection Affects Later Tabs
Once you move past this page:
Tabs related to unselected documents will not appear.
Tabs tied to selected documents will expand to gather the required information.
The interview flow remains consistent, but only relevant questions are presented.
For example: if no trust-related documents are selected, trust-related tabs will not appear.
Estate Plan Summary Options
If you select Estate Plan Summary, an additional section appears on this page. In that section, you choose which documents should be narratively described in the summary. You may include all selected documents or only a subset.
Important notes:
If no boxes are checked in the Estate Plan Summary section, the Estate Plan Summary will be generated as a blank document.
This selection affects only the narrative summary, not which documents are drafted.