The Estate tab tracks whether your client's key estate planning documents are in place. You'll find it under Planning > Estate inside any client file. It shows 7 document types, each with a status and optional review date, organized by adult in the household.

There are no calculators here. It's a completeness checklist: which documents exist, which ones need attention, and when they were last reviewed.

The Estate tab tracks 7 document types for each adult in the household:

Each adult gets their own card on the page. If your client's household has 2 adults, you'll see 2 cards, each with the full list of 7 documents.

Every document has a status you can set from a dropdown. There are 5 options:

The color badges make it easy to scan across all 7 documents and spot what needs attention. Red and yellow stand out; green means you're good.

Each document also has a Review Date field. This is a date picker that lets you record when the document was last reviewed (or when it's due for review). The Review Date field only appears when the status is something other than N/A.

If you need to set the same status across all 7 documents for an adult (for example, marking everything as "Not Started" for a new client), click Update all to at the top of the adult's card. Pick a status, and it applies to all 7 documents at once.

You can add an Estate Overview component to any Guide. It displays a compact table with all 7 document types as rows and one column per adult in the household. Each cell shows the status badge with its color, so clients can quickly see which documents are complete and which ones still need work.

The Guide component is titled "What will happen if I die or become incapacitated?" and gives clients a clear picture of where things stand without needing access to the full Planning tab.

Estate planning data is tracked per adult. Children, businesses, and trusts don't have estate documents assigned to them.