Planit:Estate Assumptions

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.



In this Video you will Learn...
Where can I change assumed estate expenses and fees, and what does this affect?
• Planning Assumptions data entry fields
• Estate distribution analysis and needs on death

Keep on Track! Continue training on...
Integrated Planning Will Information Screen
Getting Started Planning Assumptions Screen

Other Related Topics
Death Scenario Introduction to the Planning Assumptions Screen (Canada) Introduction to the Planning Assumptions Screen (Malaysia)
Subject to Probate Beneficiary Designation Estate Distribution Analysis


The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.


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Here are some Estate Assumptions where you get provide the system some information when doing an estate plan like the Integrated Financial Plan.


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Once you have completed all the data entry on the Planning Assumptions screen, you should click save, to save the data, then you may click on the “Next” icon to proceed. This will take you to the Assets and Liabilities screen.

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