Estate planning slide

Last updated 4 December, 2023

Available to all users with access to the Ready Review deck

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.

Subslides

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:

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.

Subslides:

By default, the items are collapsed but you can expand each item and entity as you’re ready to focus on them:

Data

Goals data comes from the Fact Find in Xplan’s Client Focus.

Filtering

No filtering is applied to the data but you can filter by entity.

Datapoints, mapping and usage

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

Personalisation options

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.
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.
Your practice admin can set your practice’s default heading and introductory text for the slide in PresoManager.

Prep mode editability

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

You can edit the title of the slide (“Goals” by default).
You can edit the introductory text.
You can set the default filtering for the slide by using the entity dropdown.

Notes on PDF version

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

Technical Xplan info

API endpoint for the goals:
/factfind/blah/blah