Custom Plan Design Summaries

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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 is in place or how the estate will settle. So detailed that it shows each asset, 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.