The essential foundation for every estate planning conversation.
Centralise key information in one place – from family structure and assets to past planning actions.
Combined with additional tools such as inheritance tax simulation and automatic document generation for bank gifts, the first steps can be taken towards advising on and implementing estate planning.

This package includes:

• list itemFull family composition
• list itemPrivate wealth overview (property, investments, accounts, shares…)
• list itemHistoric record of actions (gifts, wills, powers of attorney…)
• list itemInheritance tax calculation module (simulation + analysis)
• list itemBank gift module (drafting of agreement + accompanying instructions)