Client Management

Clients

• Add a Client
• Add a Spouse Client
• Access a Client's Profile
• Contributors
• Edit/Remove a client
• Share a Client File with another eState Planner User

Questionnaire

• Questionnaire Overview
• Sending the Questionnaire
• Questionnaire Customization
• Locking the Questionnaire
• Client Questionnaire Walk Through

People

• Dealing with a Deceased Spouse
• Edit a Client's Profile Information
• Add a Family Member to the Family Tree
• Edit a Family Member's Information
• Nicknames for Family Members and Other Individuals
• Indicate if a Family Member has a Special Circumstance

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Assets

• Asset Categories
• Add an Asset
• Indicating the Ownership Breakdown of an Asset
• Tax Calculations
• Edit/Remove an asset
• Assets Owned Jointly with the Spouse

Debts

• Debt Categories
• Add a Debt
• Edit/Remove a Debt