ePlans
Live Viewer
Scenarios
Joint and Designated Assets
Initial Gifts
- Ordering Initial Gifts
- RESP Clause
- Pooled Trusts
- Gift Trustees
- Beneficiary: Trustee Selection
- Initial Gifts Overview
Balance of Estate
Gift-Overs
Scenario Features
Appointments
Provisions
- Loan Forgiveness
- Provisions Overview
- Funeral Arrangements
- Include Future Members
- Class Restrictions
- Trust for Beneficiaries Under a Certain Age