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e-State Planner
Estate Planning
Estate Planning
Scenarios, Appointments and Provisions
Scenarios
Scenarios Overview
The 3-2-3 Model
Choosing a Beneficiary
Asset Allocation
Tax Savings
Joint and Designated Assets
Joint/Designated Beneficiary Overview
Edit/Remove a Joint/Designated Beneficiary
Automatically Assign Joint Assets
Initial Gifts
Initial Gifts Overview
Create a Specific Asset Bequest
Create a Cash Legacy
Edit/Remove an Initial Gift
Balance of Estate
Balance of Estate Overview
Edit/Remove the Balance of Estate Breakdown
Gift-Overs
Gift-Over Overview
Adding Gift-overs
Re-Ordering and Removing Gift-overs
Built-In Gift-overs
Specific Distribution Gift-overs
Scenario Features
Clone Feature
Copy To Feature
Clear Feature
Appointments
Appointing Estate Trustees
Appointing Guardians
Edit/Remove an Appointee
Additional Provisions
Appointing Trust Companies
Provisions
Provisions Overview
Funeral Arrangements
Include Future Members
Class Restrictions
Trust for Beneficiaries Under a Certain Age
Secondary Will Assets
Powers of Attorney
POA Overview
POA Appointments
Advisory
Advisor Insights Overview
View Advisor Insights
Insight Colours
Notes
Notes Overview
Adding Notes