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.