Client Management - Client Snapshot: Estate Planning

Client Management - Client Snapshot: Estate Planning

Estate Planning Overview

The purpose of this guide is to provide instructions for entering Estate Planning details to XPLAN.

 

Accessing Estate Planning

Details on wills, powers of attorney and funeral plans for clients and their partners are displayed on the Estate Details page.

From the client navigation menu:

  • Select Financial Information > Estate Details
  • The Estate Planning page displays

The following Estate Planning details can be entered:

  • Wills
  • Executor of Will
  • Beneficiary
  • Other Estate Planning Details
  • Power of Attorney
  • Guardian for Minor

Tip: Click View Partner on this page to enter the partners Estate Planning details. 

 

Will(s)

Information on the existence and location of a will is kept in the Will(s) panel, along with the existence of any funeral plans.

To add or edit information:

  • In to top right corner of the page, click Edit.
  • The fields in the Estate Planning page will be displayed.
  • Locate the Will(s) panel.
  • Enter the relevant information.



  • Click Save.

 

Executor of Will

While accessing the Estate Planning page:

  • Under the Executor of Will panel, click Add.
  • The Executor of Will page displays.



  • Enter the details of the executor.
  • Click Save.

 

Beneficiary

While accessing the Estate Planning page:

  • Under the Beneficiary panel, click Add.
  • The Beneficiary page displays.



  • Enter the details of the beneficiary.
  • Click Save. 

 

Other

To add or edit information:

  • In to top right corner of the page, click Edit.
  • The fields in the Estate Planning page will be displayed.
  • Locate the Other panel.

  • Enter the details.
  • Click Save.

 

Powers of Attorney

While accessing the Estate Planning page:

  • Under the Power of Attorney panel, click Add.
  • The Power of Attorney page displays.



  • Enter the details for the power of attorney.
  • Click Save.

 

Guardian for Minor

While accessing the Estate Planning page:

  • Under the Guardian for Minor panel, click Add.
  • The Guardian for Minor page displays.



  • Enter the details for the Guardian for Minor.
  • Click Save. 

 

Next of Kin Details

To add or edit information:

  • In to top right corner of the page, click Edit.
  • The fields in the Estate Planning page will be displayed.
  • Scroll to the bottom of the screen.



  • Enter the details for the Next of Kin.
  • Click Save.

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