Estate planning in Kerdora is a document completeness checklist. You're not drafting wills or trusts here. You're tracking whether they exist, whether they're current, and whether anything is missing.

Most clients don't think about estate documents until something forces them to. A new baby, a death in the family, buying a house. The rest of the time, it sits in a drawer (or doesn't exist at all).

But a financial plan with a hole in the estate section isn't complete. An outdated power of attorney, missing beneficiary forms, no guardianship designation for minor children: these are real risks that affect the people your client cares about most.

I've found that showing clients their estate document status visually is more effective than just telling them. When they see "Not Started" next to their will or "Needs Updating" next to a trust that was written 15 years ago, it creates urgency in a way that a verbal reminder doesn't.

Every document that says anything other than "Completed" is a potential change to note.

Kerdora tracks seven document types for each adult in the household: Will, Power of Attorney, Living Will, Health Care Proxy, Beneficiary Forms, Living Trust, and Guardianship. Each one gets a status (Completed, Needs Updating, In Process, Not Started, or N/A) and an optional review date.

If you're filling this out during a meeting and the client says "we don't have any of this," you can set all documents to a status in one click. The color-coded statuses make it easy to scan for gaps at a glance.