Use Financials → Insurance to review recorded coverage and policy costs. Use Financials → Estate Plan to review the estate roles, trusts, and document sources Kerdora can summarize from the client file.

The Insurance summary shows active policies, total active annual premiums, coverage-planning status, and the next recorded renewal. The policy summary groups the household’s policies and shows the recorded policy information.

Select a policy to open its details. Depending on policy type, you can review or update information such as the insured person or covered asset, benefit or coverage amount, deductible, cash value, term, premium and frequency, carrier, policy number, renewal or end date, and notes. Saving a change updates the source policy record.

Insurance results depend on complete policy records and relevant household facts. Check Office → Plan Cleanup for missing benefits, homeowners coverage or deductible, term dates, premiums, auto liability limits, property links, expired policies, or a life-insurance method that needs review.

The coverage-planning status is not a substitute for reviewing the policy contract. Kerdora reflects recorded data and planning analysis; the current carrier documents control.

Estate Plan summarizes:

“Not named,” “Not recorded,” or no documents recorded means the required source information is absent or has not been confirmed in Kerdora. Review the client’s estate records rather than treating the blank as proof that the legal document contains no designation.

No. The Estate Plan page is an advisor summary of information recorded in Kerdora. Signed legal documents control. Confirm current documents, ownership, beneficiary forms, fiduciaries, guardians, trusts, and counsel before making or communicating recommendations.