Estate FAQs
Here's a list of some of our most frequently asked questions about Holistiplan's Estate planning product.
How long does it take to process a request?
- Turnaround is up to 3 business days. Will & Trust reports include a 4-step process by Estate Specialists.
- Errors are flagged during initial review. Users can edit submissions before the review begins. Service levels are based upon when a user resubmits.
- U.S.-based estate professionals with backgrounds in law, planning, and trust/estate administration. Our proprietary logic supports the process, but does not replace our Estate Specialists. As the client's financial advisor, you should also review the documents you submit and the Will & Trust report in accordance with your policies and procedures.
- Include as many documents as are applicable to your report request in the single report request. For example, it is recommended to use a single report request for a Will and a Living Trust when the client is the same-client.
- Will & Trust:
Generally, we support Wills, Living Trusts, and Inter vivos Irrevocable Trusts, as well as documents that amend or modify their terms are supported - Health Care Power of Attorney and Advanced Directives:
Medical Power of Attorneys, Health Care Power of Attorney, Health Care Surrogate, Living Wills, Advanced Directives, and Health Insurance Portability and Accountability Act (HIPAA) authorizations are supported. - Financial Power of Attorney:
Financial Power of Attorneys are supported.
Below is a KB article that goes into more detail!
Estate Supported Documents
- Yes, firm administrators may set firm-level disclaimers for the estate documents by going to Settings > Customization > Estate Planning