Planit:Estate Distributions

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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... 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

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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.