# Estate planning

Estate planning information for each client can be found in the estate planning sub tab. On load, you will see the estate planning information for each client.

{% hint style="info" %}
You can edit and add notes to each estate planning by clicking the cog and plus buttons.
{% endhint %}


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.moasapp.com/group-page/financial-data/estate-planning.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.