In this session, we will learn how to build the foundation you need with eMoney’s estate planning capabilities which allow you to create and present simple and complex estate plans for your clients.
The presentation of the material in this video may be different than what you saw live, but the content is the same.
Jump ahead using the chapter timestamps shown below:
- Sample Client for Estate Planning 8:27
- Knowledge Base Resources 13:10
- Entering Base Facts 16:38
- Entering Client’s in Advanced Facts 18:04
- Entering Miscellaneous Assumptions 21:33
- Entering Tax Information in the Facts 26:50
- Entering Taxable Investments 33:51
- Trusts & Partnerships 39:28
- Wills & Gifting 41:34
- Using Advanced Planning 45:24
- Using Decision Center with your Clients 57:41
Additional Resources:
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