Versions Compared

Version Old Version 1 New Version 2
Changes made by

Aaron Cooper

Aaron Cooper

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

LivePreso datapoints

Where is it in Xplan?

API field names

Usage notes

Date of Will

Know your client > Financial Information > Estate Details > Will & Testament > Date of Will

client:date_of_will

and

client:partner:date_of_will

The date of the entity’s will, if present.
Example: 01/01/2019

Date Will Last Reviewed

Will Location

Know your client > Financial Information > Estate Details > Will & Testament > Location

client:will_location

and

client:partner:will_location

The location of the entity’s will, if present.
Example: Tauber Legal

Will Notes

Know your client > Financial Information > Estate Details > Will & Testament > Notes

client:will_notes

and

client:partner:will_notes

The date of the entity’s will, if present.
Example: Lorem ipsum …

Executor First Name

Know your client > Financial Information > Estate Details > Will & Testament > Executor of Will First Name

client:executor_set:first_name

and

client:partner:executor_set:
first_name

The first name of the entity’s will executor, if present.
Example: Apu

Executor Surname

Know your client > Financial Information > Estate Details > Will & Testament > Executor of Will Surname

client:executor_set:surname

and

client:partner:executor_set:
surname

The first name surname of the entity’s will executor, if present.
Example: Nahasapeemapetilon

Executor Notes

Know your client > Financial Information > Estate Details > Will & Testament > Executor Notes

client:executor_set:notes

and

client:partner:executor_set:
notes

Any notes about the entity’s will executor, if present.
Example: Substitute

Power of Attorney Type

Know your client > Financial Information > Estate Details > Power of Attorney > Type

client:attorney_set:type

and

client:partner:attorney_set:
type

The type of power of attorney, if present.
Example: Enduring

Power of Attorney First Name

Know your client > Financial Information > Estate Details > Power of Attorney > First Name

client:attorney_set:first_name

and

client:partner:attorney_set:
first_name

The first name of the entity’s will executor, if present.
Example: Works at the Kwik-E-Martpower of attorney, if present.
Example: Apu

Power of Attorney Surname

Know your client > Financial Information > Estate Details > Power of Attorney > Surname

client:attorney_set:surname

and

client:partner:attorney_set:
surname

The surname of the entity’s power of attorney, if present.
Example: Nahasapeemapetilon

Power of Attorney Notes

Know your client > Financial Information > Estate Details > Power of Attorney > Notes

client:attorney_set:notes

and

client:partner:attorney_set:
notes

Any notes about the entity’s power of attorney, if present.
Example: Brother

Beneficiary Nomination Provider

Know your client > Financial Information > Superannuation Details > Fund > Beneficiaries

client:fund_set:name

The name of the fund that is the nomination provider.
Example: NGS Super

Beneficiary Nomination Account Policy Number

Know your client > Financial Information > Superannuation Details > Fund > Beneficiaries > Reference Number

client:fund_set:ref_number

The policy number of the fund that is the nomination provider.
Example: 123456

Beneficiary Nomination Name

Know your client > Financial Information > Superannuation Details > Fund > Beneficiaries > Beneficiary

client:fund_set:
beneficiary_set:name

The name of beneficiary.
Example: Rosa Parks

Beneficiary Nomination Share

Know your client > Financial Information > Superannuation Details > Fund > Beneficiaries > Amount

client:fund_set:
beneficiary_set:
percentage or amount

The amount, expressed as either a percentage or a fixed dollar amount.
Example: 50% or $100,000.00

Beneficiary Nomination Relationship

Know your client > Financial Information > Superannuation Details > Fund > Beneficiaries > Relationship

client:fund_set:
beneficiary_set:relationship

The relationship of the beneficiary.
Example: Wife

Beneficiary Nomination Expiry Date

Know your client > Financial Information > Superannuation Details > Fund > Beneficiaries > Binding End

client:fund_set:
beneficiary_set:
binding_end_date

The expiry/binding end date.
Example: 20/12/2033

Beneficiary Nomination Binding

Know your client > Financial Information > Superannuation Details > Fund > Beneficiaries > Nomination Type

client:fund_set:
beneficiary_set:binding

Whether the nomination is binding or not.
Example: Yes

Beneficiary Nomination Child AP

N/A

N/A

Always “No” for superannuation

Personalisation options

  1. Your practice admin can set your brand colour in HQ. In the screenshot example above, the light blue used in the header and table heading is the brand colour.

  2. Your practice admin can set your practice’s colour palette in PresoManager. In the screenshot example above, the pink and dark blue are 2 of the 3 colours in the chosen palette. The palette is also used throughout the deck for charts, entities and asset classes.

  3. Your practice admin can set your practice’s default heading and introductory text for the slide in PresoManager, as well as the introductory text on the subslide.

Prep mode editability

When you open this slide in prep mode you will have the following editing options for your preso:

  1. You can edit the title of the slide (“Goals” “Estate Planning” by default).

  2. You can edit the introductory text on both the parent slide and subslide.

  3. You can set the default filtering for the slide by using the entity dropdown.

Notes on PDF version

The goals line items area scrolls in the interactive slide to accommodate a long list of goals. For the PDF version, the goals line items are displayed over as many separate pages as are required.

...