Anonymous
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The suggestion may be planned, but there is no timeline on this feature being added.
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AGREED - In addition to age of majority attainment, and RMDs, we would like to trigger a Workflow at age 60 or 65 which has a checklist of estate planning topics to discuss with the client, as the next 5 years are crucial for getting health directions and durable POA and LTC insurance and a good financial plan in place, in case the client starts to be affected by dementia or alzheimers, as 1 in 9 over age 65 are! Thanks.