EstatePro™
PRO
Sample Data – resets when New Intake is started
New Intake
Step 1 of 7
Profile & Legal Documents
Full Name
Used in dashboard and reports
Age
Affects estate planning strategies
State of Residence
State laws impact estate tax and probate
Select...
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Marital Status
Impacts spousal planning strategies
Select...
Single
Married
Widowed
Divorced
Number of Children
Used in beneficiary and guardian planning
Do you have a Will?
Powers Estate Health Score
Select...
Yes
No
In Progress
Last Will Review Year
Recency impacts Estate Health Score
Do you have a Power of Attorney?
Critical for incapacity planning
Select...
Yes
No
In Progress
Do you have a Healthcare Directive?
Powers Estate Health Score
Select...
Yes
No
In Progress
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