Enhanced fact find: Estate

[david.mann]

Estate (includes beneficiaries, executors and powers of attorney)

The Estate page captures details about a client’s will, together with their nominated representatives (i.e. beneficiaries, executors and powers of attorney).  

Beneficiaries and executors are specific to wills, so only appear if you indicate the client has an existing will.

We have introduced the powers of attorney section, which allows you to simply record the details of the power of attorney agreement, including the type of agreement and its effective date etc. 

Field label	Field ID (e.g. Xmerge syntax)
Basic estate details
Are you connected with trusts?	trusts
Do you have a UK will?	will_exists
Date of will	date_of_will
Is your UK will up to date?	is_will_current
Location of UK will	will_location
Beneficiaries (Beneficiary (Estate) field group)
First name	fname
Surname	lname
Preferred name	preferred_name
Age of entitlement	ageOfEntitlement
Notes	notes
Executors (Executor of Will field group)
Name	fname/lname
Preferred name	preferred_name
Notes	notes
Powers of Attorney (Lasting Power of Attorney)
First name	fname
Last name	lname
Preferred name	preferred_name
POA type	type
UK registered	poa_registered
POA start date	start_date
POA notes	end_date

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