Planit:Introduction to the Will Information Screen

Languages: Français | Español | 中文 | Русский

Learn by Watching!

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... What do I enter on the Will Information Screen? • Purpose of the screen • Overview of data entry required • Will Information tab • Distribution tab • Analysis tab Keep on Track! Continue training on... Getting Started Integrated Planning Will Information Screen Other Related Topics Will Information Estate Distributions Will Information Analysis Tab Estate Distribution Analysis Estate Net Worth Estate Liquidity 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.

Learn by Reading!

When it comes to Estate Planning, one of the key tools for client’s to identify their wishes is of course the Last Will and Testament. The Will Information screen can identify the key features of the client and spouse’s Wills and Powers of Attorney. 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.