Wealth.com

estate-review

Walk an advisor through one household's estate plan end to end — what the documents say, how the estate is structured, who it names and what each of them inherits, and what the household is worth. Use this whenever an advisor asks to review, walk through, or prepare for a meeting about a household's estate plan, trust, or will; whenever they ask who inherits and what share, how an estate is set up, or what a trust pays out and to whom; and whenever they name a document in a client's file and want to know what is in it. It resolves the household by name first, reads the documents on file before the numbers, and keeps every answer in the language an advisor would use with a client.

tax-scenario

Read a household's filed tax year — the year-over-year Lookback Report an advisor sees on the tax planning report page. Use this whenever an advisor asks what a household's tax picture looks like, what they paid, what their effective rate was, how this year compares with last, or wants to go through the full report: the bracket tables, the income overview, the deductions, and the schedules. It resolves the household by name first — including under the surname on the filed return, which is often not the one on the book — and reports every figure as it stands on the filed return.