Under this menu you will find the following items:

• Estate Summary Info, a one-page overview of where your estate plan stands
• 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.
• Will & Trust Candidates, who inherits and who acts for you: beneficiaries, executors, trustees and agents
• Legal Documents, your Will, Trust and related legal documents
• Certification of Trust, a short summary of your Trust that you can give to banks and others without revealing the whole Trust
• Forms & Filings Info, forms and filings that belong to your estate
• To-Dos & Requests, what is still left to finish, and the requests you make of the people involved in your estate
• Reports, printable reports of your estate information

The estate value (assets minus liabilities) is under Assets & Liabilities.