EstateFlow helps you understand how assets will be distributed and to whom based on the client's estate plan, ownership details, and beneficiary designations. EstateFlow is available only
In simple terms, EstateFlow provides visual answers to questions like:
What happens to assets when one spouse passes away?
What happens after the second death?
How much may go to a spouse, children, trusts, charities, or others?
How anticipated federal and state estate taxes might affect outcomes
EstateFlow is designed to turn complex estate plan information into a clear, structured view so you can review, discuss, and make informed planning decisions with clients.
What EstateFlow Visualizes
EstateFlow is created based on the information entered on the balance sheet, and beneficiary information recorded in the Trust and Will Card.
Step 1: Build the gross estate picture
EstateFlow first reviews all entered assets and groups them by how they are owned, such as:
Individually owned assets
Jointly owned assets
Trust-owned assets
Other ownership categories
This creates a starting snapshot of the estate.
Step 2: Model the first death event
For married scenarios, EstateFlow models what may happen at the first death, including:
Potential federal and state estate taxes
Marital deduction treatment
Distribution instructions stored in the trust and will cards and recorded beneficiary designations in asset cards (outright gifts, trust funding, residuary allocations)
Step 3: Model the second death event (if applicable)
EstateFlow then models what may happen when the surviving spouse later passes away, including:
Remaining estate value
Potential taxes at that point
Final transfers to beneficiaries
Step 4: Show final distribution
EstateFlow summarizes who receives what (for example spouse, children, trusts, charities) and in what form (outright or in trust).