Planit:Estate Distribution Analysis

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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 interpret the Estate Distribution Analysis, or present it to my client?
• Account distribution
• Residual distributions
• Taxation
• Estate value/erosion
• Determine need for estate planning

Keep on Track! Continue training on...
Will Information Screen Integrated Planning
Why You Should Use Planit

Other Related Topics
Will Information Analysis Tab Estate Distributions Beneficiary Designation
Life Insurance Liabilities on Death Estate Liquidity Analysis
Estate Net Worth Introduction to the Will Information Screen Death Scenario

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.

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The Estate Analysis report is a great tool for estate planning because it will give you a better way to show what would happen to your client’s estate if he/she passes away today. This report will encourage your clients to have an estate planning prepared. Also, for most clients, the overall goal is to defer taxes and have a piece of mind. The Estate Analysis will clearly show the strengths and weaknesses of your client’s current situation (tax burdens) and what is available to their beneficiaries.

In addition, there are four different scenarios included in the Estate Analysis such as

  • Client dies first
  • Client dies second
  • Spouse dies first
  • Spouse dies second