When you are logged in under this menu you will find the following tabs:

• Guided Setup (start here), a step-by-step walk-through that collects the people, assets and choices your Will or Trust is built from. It finishes when your documents are ready to draft.
• Estate Planning Checklist (keep your plan current), your ongoing to-do list for the whole plan: documents, insurance, storage and yearly reviews. Come back to it whenever life changes.
• Estate Value, a list of assets, minus liabilities, with their calculated value that provides you with an estimate of the value of your estate.
• Will Candidates, option to create a list of assigned Will Candidates - Beneficiaries & Executors