Last updated
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15 November, 2024
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Available to all users with access to the |
This slide shows your client’s and their partner’s estate planning situation at a glance, making it very easy to see what they do and don’t have in place. This alone can underpin great client discussion; however, all of the details of each extant element are pulled through from Xplan.
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Clicking on any of the View detail buttons navigates to a subslide showing all the line items for the primary client, their partner (if present), related entities (if present) or All:
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A subslide will also be created on the fly if you add notes to the slide.
Interactivity
Parent slide:
The drop-down at the top allows you to filter the goals by the primary client, their partner (if found) or All.
Clicking the View all button navigates to a subslide showing all entities and their respective estate planning details.
Clicking any of the View detail buttons navigates to a subslide showing just that entity’s estate planning details.
You can create actions and notes before, after and even during your meetings:
Subslides:
By default, the items are collapsed but you can expand each item and entity as you’re ready to focus on them:
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