> For the complete documentation index, see [llms.txt](https://docs.moasapp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.moasapp.com/group-page/financial-data/estate-planning.md).

# Estate planning

Financial Data -> Estate planning tab for all estate planning detail.

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.

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You can edit and add notes to each estate planning by clicking the cog and plus buttons.
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