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

• Estate Planning Checklist, To help you through all the items that you are supposed to do or keep up with before you die.
• 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 createlist of assigned Will Candidates - Beneficiaries & Executors