Open Planning → Estate to review whether the household's estate decisions are supported by current documents, beneficiaries, and contacts. Use Plan View to work through the planning questions and Documents to maintain the document register.
What does Plan View review?
Plan View organizes the estate review around decisions rather than a generic checklist.
Under If you die, review:
who inherits the assets;
who settles the estate; and
who raises minor children, when the household has minor children.
Under If you can't make decisions, review:
who manages the finances;
who makes healthcare decisions; and
what healthcare wishes are documented.
Each row shows the current answer and the supporting documents available to Kerdora. Select a row to inspect the details, named decision makers, successors, and missing support.
How do I add an estate document?
Switch to Documents.
Select Add Document.
Choose the document type.
Set the owner and current status.
Enter the applicable decision maker, successor, preparer, document location, signed date, summary, and notes.
Attach the source file when available.
Save the document and confirm it appears in the register and supports the expected Plan View question.
Kerdora tracks Wills, Financial Powers of Attorney, Healthcare Proxies, Advance Health Care Directives, Guardianship Designations, and Trusts. A document can belong to one adult, multiple adults, or the household as supported by its type.
For a Trust, also confirm the trust name, type, trustee, successor trustee, and funding status. Saving a Trust document can create and link the corresponding Trust entity.
How do I handle a spouse copy or replacement document?
For supported Power of Attorney and healthcare documents, use Mirror to spouse to create the corresponding document for the other adult, then verify the owner and named agent before saving.
When a new document replaces an old one, select the older document under Replaces existing document. Verify that the replacement appears as active and the superseded document is no longer treated as current. Do not delete the older record merely to make the register look clean; its history can explain the transition.
What do document statuses and age badges mean?
The document register uses Not Started, In Process, Completed, and N/A. Use N/A only when the document genuinely does not apply to this household.
Age warnings are derived from the document date:
Review appears when a completed document is at least three years old.
Stale appears when it is at least five years old.
The badge is a prompt to verify the document and client circumstances. It does not automatically mean the legal document is invalid.
How do I review beneficiary designations?
The Beneficiary Designations table brings together supported accounts and policies with beneficiary information. Review primary and contingent beneficiaries, status, and the last confirmation date.
Select a row to correct its beneficiaries.
Set the review status to Confirmed after the client or source document confirms the designation.
Verify the Last Confirmed Date; Kerdora fills today when the row becomes Confirmed, and you can adjust it when documenting an earlier review.
Use Bulk Apply only when the same beneficiary instructions genuinely apply to every selected record.
Warnings can indicate missing beneficiaries, a review-needed status, or an old confirmation date. Confirm legal names, shares, per-stirpes instructions, and account-specific restrictions outside Kerdora when needed.
What are Key Contacts for?
Use Key Contacts for the household's estate attorney, CPA, insurance professional, and other supported estate contacts. Store enough information for the advisor or household to reach the right professional. A contact record does not prove the professional reviewed the current plan.
Recommended Estate review
Start in Plan View and answer each applicable planning question.
Open missing or incomplete rows and identify the required source document or decision.
Switch to Documents and verify owner, status, signed date, decision makers, successors, and attached files.
Review age badges and replacement history.
Reconcile beneficiary designations with current statements and client instructions.
Confirm Key Contacts.
Record planning recommendations as Changes and implementation work as Tasks.
Preview the Estate content selected for the client's Guide or Financials report.
Kerdora records the planning information supplied to it. It does not replace legal advice or verify that an estate document was validly executed.