Planit:Subject to Probate

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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


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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.