> 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

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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