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 button.
Click on a row to view details of existing Estate documentation. Click to modify information.
Use the or buttons or the Edit 
and Delete 
controls to make any necessary modifications.
Click when complete.
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