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Unsupported Estate Documents

Holistiplan Estate allows you to review various estate planning documents for your clients. What types of documents aren’t covered? Find out more below.

We're excited to see users engage with our Will & Trust, Financial Power of Attorney, and Health Care Directives tools! These tools are designed to help review and summarize your clients' estate planning documents. While these tools expand your ability to provide comprehensive financial planning insights, there are some important details to note about which documents are not supported:

Estate Documents Not Supported:

  • (POA) Incapacity planning documents of non-household members, including Health Care Directives and Financial Powers of Attorney, signed by non-household members
  • Documents for non-U.S. citizens drafted under foreign law
  • (Will & Trust) Will, Living Trust, or Inter vivos Irrevocable Trust document created by non-household members

Note: Holistiplan Estate incapacity planning documents are summarized on an individual household member level. Please select the appropriate household member within the Financial POA module’s upload modal.

Will & Trust Tool 

Depending on the type of will or trust, certain documents are not supported. Please see the table below.

Required 

Supported 

Not Supported 

Wills 
(Full Last Will & Testament) 

Last Will & Testament, Codicils, Memorandums of Personal Property 

Nuptial Agreements, Deeds, Court Accountings, Tax Returns.  

Living Trusts 
(Full Trust or Restated Trust)

Restatements, Amendments, Memorandums of Personal Property, Court Decrees, Settlement Agreements, Trustee Documents (Appointments, Resignations, Removals), Exercise of Powers (e.g., Trust Protector).  

Certificates of Trust, Nuptial Agreements/Decrees, Deeds, Court Accountings, Tax Returns.  

Inter vivos Irrevocable Trusts (Full Trust or Decanted Trust) 

Decanted Trusts, Court Decrees, Settlement Agreements, Trustee Documents (Appointments, Resignations, Removals), Exercise of Powers (e.g., Trust Protector).  

Certificates of Trust, Nuptial Agreements/Decrees,  Living Trust Documents, Deeds, Court Accountings, Tax Returns.  

 

An Inter vivos Irrevocable Trust is created during the lifetime of the trust maker (not a Living Trust that has now become Irrevocable).