Custom plan designed summaries complete with document language and in which ways beneficiaries will receive assets for easier settlement.

Custom plan designed summaries complete with document language and in which ways beneficiaries will receive assets for easier settlement.

A static plan design summary populates once the plan has been crafted. Complete with trust provisions (and even who will take care of pets or children), clients can now understand why a trust in is place or how the estate will have to settle. So detailed that it shows each assets, the percentage of distribution assigned and even if the individual asset may be taxable to the beneficiary. All the details in one static chart is a perfect compliment to the documents.

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