Estate Planning Functionalities

Learn how to set up your Estate Planning checklist in PortfolioPilot to ensure peace of mind for you and your loved ones. Whether you have a large estate or just a few key assets, it’s important to organize your wishes for the future.

In this video:

1. Navigating to the Estate Planning section
2. Entering personal details like net worth, age, marital status, and children
3. Completing the customizable checklist for key estate planning items (Will, Executor, Beneficiaries, Healthcare Directive, Digital Assets)
4. Setting reminders to keep your estate plan up-to-date annually
5. Reviewing and managing your estate plan

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