Planit:Subject to Probate

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... Where do I identify probate fees for accounts? • Probate rate on Planning Assumptions • Edit account • Check Subject to Probate • Preview Estate Distribution Analysis Keep on Track! Continue training on... Assets and Liabilities Screen Will Information Screen Integrated Planning Other Related Topics Add an Account (Canada) Add an Account (Malaysia) Edit an Account Beneficiary Designation Estate Distribution Analysis Introduction to the Will Information Screen

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!

Subject to Probate check box is used for estate planning, probate is one of those items that can sometimes be avoided through joint ownership and other maneuvers. Hence we allow you to identify if a particular account will be subject to Probate on the death of the current owner. When this is checked off, the analysis will automatically create a probate expense record based on the probate rate specified on the Planning Assumptions screen.