Estate Planning

ePlans

• ePlans Overview
• Spouse with Adult Children ePlan
• Spouse with Younger Children (Trust for Children) ePlan
• Spouse with Younger Children (Two Distributions Trust) ePlan
• Separated Spouse with Adult Children ePlan
• Separated Spouse with Younger Children (Trust for Children) ePlan

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
• Create an Option to Purchase
• Edit/Remove an Initial Gift

Balance of Estate

• Balance of Estate Overview
• Segments and Gifts
• 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

Spouse Client Planning

• Syncing Scenarios Between Spouses
• Syncing Appointments Between Spouses
• Syncing Provisions Between Spouses
• Syncing POA Appointments Between Spouses

Advisory

• Advisor Insights Overview
• View Advisor Insights
• Insight Colours

Notes

• Notes Overview
• Adding Notes