Planit:Estate Distributions

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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

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Will Information Screen

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

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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.