Using Estate Status

Estate Status is a beta Element in Elements Labs that helps firms track estate planning readiness on a household scorecard. Once enabled, firms can customize the default checklist and advisors can review each household with Yes, No, and N/A statuses.

Turn on Estate Status

1. Go to Firm Settings.
2. Open Elements Labs.
3. Enable Estate Status.

Customize the firm template

Use the firm template to choose which estate planning items your firm wants to track. You can customize labels, ordering, and weights so the checklist reflects the way your firm reviews estate planning readiness.

Review a household

1. Open the household scorecard.
2. Select the Estate Status Element.
3. Set each checklist item to Yes, No, or N/A.
4. Add notes, attachments, and review dates where helpful.

How scoring works

Weighted checklist items determine the household's Estate Status result. Items marked N/A are excluded from the score, so you can skip items that do not apply to a household without penalizing the result.

For more launch context, see Estate Status is now available in Elements Labs.