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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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