eState Flow Overview – e-State Planner

What is eState Flow?

eState Flow provides a dynamic, visual representation of a client’s estate plan that is automatically adjusted depending on the client's situation at death.

Clients often ask “what if” questions, such as, “Who receives my son’s share if he predeceases me?” With eState Flow, you can answer these questions instantly and demonstrate the impact of different hypotheticals in real time.

You can seamlessly switch between planning mode and eState Flow for any scenario to illustrate:

Which assets are subject to probate
Which assets are allocated to the non-probate will
How probate and income tax calculations change
How gift-over provisions apply
And many other aspects of the client’s estate plan

eState Flow helps transform complex estate planning concepts into clear, interactive visuals, making it easier for clients to understand the implications of their decisions.

How do I access eState Flow?

eState Flow can be accessed directly within a client's scenario in eState Planner.

Choose your desired client file and navigate to the Scenarios tab.
Select a scenario (ex. Surviving Spouse)
Select the eState Flow play button.
The visual estate flow diagram will automatically generate based on the information entered in the scenario.
Click the Inputs button to reveal more options. Check the boxes to see the impact of different scenarios and watch the graphic update.