Add an Estate Planning Tab
Add an Estate planning section under KNOW YOUR CLIENT with the following sub sections
1. Health Care directives - yes or no
2. A durable power of attorney - yes or no
3. A Will - name of will
4. A living Trust - Name of trust and date of trust
Alfie Galely
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Rhonda
commented
Having a dedicated place to enter trust information would be so helpful! Trust Name, Trust Date, TIN, Trustees, Rev or Irrev. It would be wonderful to have a place where all of this can be referenced and easily accessed.
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Brent Smith
commented
This would be a great addition to Know Your Client/Cl Review/Written Agreemts Review. Also allow this to be editable fields so we can label our own and organize in order of preference.