Planit:Will Information

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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... How do I enter information about my client's will? • Will information screen • Data entry Keep on Track! Continue training on... Getting Started Integrated Planning Will Information Screen Other Related Topics Introduction to the Will Information Screen Estate Distributions Will Information Analysis Tab

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.