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eState Planner Certification
Introduction
Welcome to eState Planner
Setting Up Your Account
Add a User
Configure Global Document Preferences
Starting a New File
Add a Client
Send the Client Questionnaire
Edit or Remove a Client
Entering Client Information
People
Assets
Debts
Creating the Plan
Scenario Planning
Joint/Designated Assets
Initial Gifts
Balance of the Estate
Scenario Summary
Special Features and Functions
Appointments
ePlans
Other Provisions
POAs
Planning for Spouses
Generating Summaries
Profile
Graphic Scenario
Text Scenario
Generating Documents
Retainer
Single Will
Multiple Wills
Powers of Attorney
Affidavits of Execution
Life Insurance Declaration
Reporting Letter
Conclusion
Get Planning!
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