Adding Estate Planning Documents

Adding Estate Planning Documents

AdvisorEngine CRM allows you to store estate planning information in one location. Navigate to the Financials > Estate Planning section of a Record to see a Grid of existing Estate documentation.

You can add Estate documentation by clicking the Add Estate Document Information button.

Click on a row to view details of existing Estate documentation. Click Edit to modify information.

Use the Add Beneficiary or Add Trustee buttons or the Edit and Delete controls to make any necessary modifications.

Click Save when complete.

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