Planit:Estate Distributions

From Planipedia
Jump to: navigation, search


Planit.gif Learn by Watching!


PlanPlus Planit.jpg
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...
How do I show my client's desired distribution of his/her estate?
• Will Information screen
• First, second, residual distribution

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

Other Related Topics
Will Information Estate Distribution Analysis Will Information Analysis Tab


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.


Planit.gif Learn by Reading!



While all of the information collected on this screen is important, the distributions of three beneficiaries for the client and the spouse. The first two are called “Partial Distributions” and the third is called “Residual Distribution”, meaning anything left over after the first two distributions will go to the residual beneficiary. You will notice that the Partial Distributions can be done by percent or dollar amount. The default for distribution on this screen is 100% of the estate to be distributed to the spouse, which probably represents the way a large majority of families have their wills structured.