Reports Overview

What is a report?

Reports are documents that export the information from the system into a downloadable PDF. They are a great resource to provide to clients as they help to break down their estate plan into a more digestible format.

What reports can be generated with the program?

Three types of reports can be generated by the program: a profile summary, a scenarios text summary and scenarios graphic summary.

• The Profile Summary provides a detailed text summary of all the family members, assets and debts added to the system.
• The Scenarios Graphic Summary provides a graphic representation of the will plan for each scenario.
• The Scenarios Text Summary provides a detailed breakdown of all gift designations for each scenario.