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e-State Planner
Estate Planning
Estate Planning
Scenarios, Appointments and Provisions
ePlans
ePlans Overview
Spouse with Adult Children ePlan
Spouse with Younger Children (Trust for Children) ePlan
Spouse with Younger Children (Two Distributions Trust) 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
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