Introduction

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• Welcome to eState Planner Start

  Setting Up Your Account

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• Add a User Start
• Configure Global Document Preferences Start

  Starting a New File

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• Add a Client Start
• Send the Client Questionnaire Start
• Edit or Remove a Client Start

  Entering Client Information

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• People Start
• Assets Start
• Debts Start

  Creating the Plan

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• Scenario Planning Start
• Joint/Designated Assets Start
• Initial Gifts Start
• Balance of the Estate Start
• Scenario Summary Start
• Special Features and Functions Start
• Appointments Start
• ePlans Start
• Other Provisions Start
• POAs Start
• Planning for Spouses Start

  Generating Summaries

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• Profile Start
• Graphic Scenario Start
• Text Scenario Start

  Generating Documents

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• Retainer Start
• Single Will Start
• Multiple Wills Start
• Powers of Attorney Start
• Affidavits of Execution Start
• Life Insurance Declaration Start
• Reporting Letter Start

  Conclusion

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• Get Planning! Start