The Estate tab organizes your client's estate plan around six planning questions, not a document checklist. You'll find it under Planning > Estate inside any client file.

It has two modes toggled at the top: Plan View (default) and Documents. Plan View asks, "Are the real questions answered?" Documents mode is the register of every estate document on file. Most of your time is spent in Plan View.

Plan View groups the questions into two scenarios.

If you die:

If you can't make decisions:

Each question shows a short "answer" line (a person's name, a document, or "Not yet addressed") and the documents that back it up. Click in to see the full detail, set decision makers and successors, or add a missing document.

Person-based questions like "Who will settle your estate?" pull the executor straight from the client's Will. If there's no Will, the answer is blank, and that's the prompt to add one.

Documents mode is a flat register of every estate document attached to the household. Each row shows type, owner, status, and drafted date. Click any row to edit.

Each document is called an instrument. Instruments can be owned by a single adult, both adults jointly (a "household" document like a joint will), or any subset of adults.

When you click into a document, the drawer captures:

For trusts, the drawer also captures trust name, trust type, trustee, successor trustee, and funding status. A Trust entity gets created on save and linked to the document.

Click Add Document at the top right, pick a type from the dropdown, and fill out the drawer. For POA, Healthcare Proxy, and AHCD documents, there's a Mirror to spouse shortcut that clones the document for the other adult so you only have to swap the named agent.

If a new document replaces an older one, pick the old doc from the Replaces existing document dropdown. The old one gets marked revoked and drops out of active views.

Each document has a status: Not Started, In Process, Completed, or N/A. You can change it from the dropdown on the register or inside the document drawer.

"Needs Updating" is no longer a manual status. Staleness is derived from the document date:

Those badges show automatically next to any executed document in the register. You don't toggle them.

If a document genuinely doesn't apply (say, a single adult with no minor children doesn't need a Guardianship Designation), set status to N/A. That tells the system it's handled, not missing.

Below the register, the Beneficiary Designations section pulls every account that carries a beneficiary (investment accounts, retirement accounts, bank accounts with TOD/POD, annuities, life insurance) into one table.

Each row shows primary beneficiaries, contingent beneficiaries, and a review status. A yellow warning icon flags any row that's missing beneficiaries, has an "Unknown" or "Needs Review" status, or hasn't been confirmed in the last 2 years.

Click a row to edit beneficiaries directly. Use Bulk Apply to set the same primary/contingent beneficiaries across multiple accounts at once, which is handy when a client wants "spouse primary, kids contingent equal" across everything.

Auto-confirm date. When you flip a row's review status to Confirmed, Kerdora auto-populates Last Confirmed Date to today. One click clears the warning instead of two. You can still overwrite the date manually if you're back-dating a confirmation you actually did last month.

The Key Contacts section at the bottom stores the household's estate attorney, CPA, insurance agent, and (if they have a trust) corporate trustee. Name, firm, phone, and email for each.

This isn't complicated, but it's the one place the household can find their attorney's number when they need it.