Visualization and Reporting Tools
Learn how to generate reports for clients
22 articles
- How do I add a child's spouse to the Heritage Map?
- How do I indicate portability for the estate tax exemption amount?
- Heritage Map - How to Use
- How do I delete an Ester Extraction?
- How to edit the report format to be bigger or smaller?
- Understanding the "DRAFT" Label in Reports
- Understanding Reports: What Slides Are Available & How to Customize Information
- How do I download reports?
- Updating the Estate Overview slide in an existing report after new documents have been uploaded to the Vault
- How editing works in Reports: what syncs and what doesn't
- What is EstateFlow?
- Why Is EstateFlow Showing $0 for Federal Estate Tax?
- What is not included in EstateFlow?
- There are undistributed assets in EstateFlow. How do I resolve this?
- How are administrative costs calculated in EstateFlow?
- Understanding Taxable Estate Categorization in EstateFlow
- Why Is EstateFlow Showing $0 for State Estate Tax?
- Estateflow Troubleshooting
- How does EstateFlow handle trusts, beneficiary designations, and asset allocation?
- How does EstateFlow treat state vs. federal thresholds in estate tax calculations?
- Best Practices for an Accurate EstateFlow
- What is considered inside the taxable estate and outside the taxable estate for EstateFlow?