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  1. e-State Planner
  2. 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
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