Coming Soon ANOTHER Sizzling New Vault Feature – Estate Planning Flow Chart (Clients)

In our final sizzle feature (most likely) for this year (16) for our New Total Vault, we wanted to wet your appetite and let you know this feature is available and will be rolled out slowly due to the complexity.

Estate Planning Flow Chart

We get the Wills complete, the Trusts are set up, the beneficiaries appointed, and the decisions made. Then we stick all those fancy documents in our New Total Vault and the originals in our safe place…and…. well …. we forget what we set up !


Your New Total Vault has not only an Estate Planning Flow Chart, but an all inclusive calculator and estimator.

Check this out:

Easy to visualize — once set up, can be created with live information at the click of a mouse!

Flow Chart for Estate Planning

Here is the calculation section:

Estate Flow Chart Calculations


Our Goal is to have this up and running for everyone as we review our Estate Planning Documents… Lofty… yep…just a step for steppers!

If you have  a desire to complete this early,  just let us know, we will move you to the top of the working group !

Have a Super Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.


One response to “Coming Soon ANOTHER Sizzling New Vault Feature – Estate Planning Flow Chart (Clients)

  1. Pingback: How hard was it to get a TSA Pre-Boarding approval? Our story | $treet-¢ents

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