Sample Report: Estate Planning Snapshot

Use this as a training resource to understand what the report contains, how each section is structured, and how to walk a client through the output.

The report covers the document inventory, family tree, fiduciary assignments across Wills, Powers of Attorney, and Healthcare Documents, a visual trust flowchart, and detailed Material Information notes for both the Wills and The Price Family Trust.

[DOWNLOAD SAMPLE ESTATE SNAPSHOT PDF]

16-page report with family tree, fiduciary summaries, trust flowcharts, and material information notes

Report Type: Estate Planning Snapshot | Pages: 16 | State: Oregon

Case Overview: Henry & Mary Price

Client Profile	Key Documents
Clients	Henry Price (Client) & Mary Price (Co-Client)
State	Oregon (has state estate tax)
Snapshot Generated	3/17/2026
Children	Sally Price, Josh Price, Sarah Price
Grandchildren	Grandchildren (listed in family tree)
Will — Henry	henry-will.pdf \| Signed: Unknown
Will — Mary	Mary-will.pdf \| Signed: 4/30/19
POA — Henry	henry poa.pdf \| Signed: 2/2/02
POA — Mary	mary poa.pdf \| Signed: 2/2/02
Healthcare Docs — Henry	henry hcd.pdf \| Signed: 2/2/02
Healthcare Docs — Mary	mary hcd.pdf \| Signed: 2/2/02
Revocable Trust (Joint)	price joint trust.pdf \| Signed: Unknown

Section-by-Section Guide to the Report

The Estate Snapshot has six distinct section types across 16 pages. Here is what each one shows and how to use it in a client meeting:

Page(s)	Section	What It Shows
Page 1	Document Summary	List of all uploaded estate documents with signed dates for Henry and Mary
Page 2	Family Tree	Visual family map showing clients, children, grandchildren, and 'Others' (fiduciaries, family members)
Page 3	Fiduciaries — Will & Trust	Executors, successor executors, legal guardians, and trust co-trustees / successor trustees
Page 4	Fiduciaries — POA & HCD	POA agents, successor agents, healthcare POA agents, HIPAA provisions, and material information flags
Pages 5–6	Overview (Trust Flowchart)	Visual flowchart of how assets flow through both Wills into The Price Family Trust, and then to the Survivor's Trust and Disclaimer Trust
Pages 7–8	Material Information — Will	Key provisions and flags from Henry's and Mary's Wills (unsigned status, estate distribution, survivorship, disinheritance)
Pages 9–15	Material Information — Trust	Seven pages covering trust formation, trustee succession, administrative trust, Survivor's Trust, Disclaimer Trust, and trust for beneficiaries (age 25/30 distribution triggers)
Page 16	Disclaimer	FP Alpha's standard disclaimer on the scope and limitations of the report

Fiduciaries at a Glance

The Snapshot extracts all named fiduciaries from both Wills, both Powers of Attorney, both Healthcare Documents, and the joint Trust — and presents them in a side-by-side format for easy comparison:

Role	Henry Price's Will / POA / HCD	Mary Price's Will / POA / HCD
Executor	Mary Price	Henry Price
Successor Executors	Haley Johnson, then Taylor Smith	Haley Johnson, then Taylor Smith
Legal Guardians	Henry Price, Mary Price, Haley Johnson, Taylor Smith	Henry Price, Haley Johnson, Taylor Smith
POA Agent	Mary Price	Henry Price
POA Successor Agents	Mary Price, then Josh Price	Henry Price, then Josh Price
POA Springing?	No	No
Agent — Gift / Tax Decisions	Yes	Yes
Health Care POA Agent	Mary Price	Henry Price
HCD Successor Agent	Johnny Do Good	Johnny Do Good
HIPAA in Document	Yes (Page 7)	Yes (Page 7)
Governing Law	Oregon	Oregon

The Price Family Trust — Co-Trustees & Successors

Co-Trustee	Henry Price or Mary Price (Survivor may continue as sole trustee)
Successor Trustee	Haley Johnson, then Taylor Smith

Trust Structure: How Assets Flow

Both Wills pour into The Price Family Trust. Upon the death of the first Settlor (if the spouse is still living), the Trust splits into two sub-trusts:

The Survivor's Trust	The Disclaimer Trust
During lifetime: Net Income & Principal to Surviving Settlor (HEMS)	During lifetime: All Net Income quarterly; Principal per HEMS to Surviving Settlor
Upon death — Specific Gifts:	Upon death — Specific Gifts:
Pamela Price — $25,000 (from combined estate)	Pamela Price — $25,000 (from combined estate)
Grandchildren — $20,000 each (from combined estate)	Grandchildren — $20,000 each (from combined estate)
The Classic Ferrari → James Price (100%)	The Classic Ferrari → James Price (100%)
Residuary Estate: Josh Price 33.33% \| Sarah Price 33.33% \| Sally Price 33.33% (per stirpes — held in separate trust until age 30)	Residuary Estate: Josh Price 33.33% \| Sarah Price 33.33% \| Sally Price 33.33% (per stirpes — held in separate trust until age 30)

Key Alerts & Action Items

The Material Information sections of the Snapshot flag specific legal provisions, risk areas, and missing elements. The following are the most significant flags from this demo case:

⚠ Key Alerts & Action Items from This Snapshot

Unsigned Documents: Henry's Will and The Price Family Trust are both unsigned and undated. These documents are not legally effective until executed. Priority action: schedule signing.

Blank Healthcare Directive: The Advance Healthcare Directive and HIPAA Authorization for both Henry and Mary are blank, unsigned, and undated. These must be completed before a medical event occurs.

Unsigned Trust: The Price Family Trust is unsigned and undated. All assets titled to the Trust and the entire distribution plan depend on the Trust being properly executed.

Document Age — POA & HCD: Henry's POA and Healthcare Documents are dated 2/2/02 — over 20 years old. Oregon law and personal circumstances may have changed. Review is recommended.

Successor Agent — Healthcare: Both Henry and Mary name 'Johnny Do Good' as successor healthcare agent. Confirm this person is still willing and able to serve, and that contact information is current.

How to Use This Report in Client Meetings

Start with Document Status.

Check which documents are signed and dated. Unsigned or undated documents need to be flagged immediately. In this case, Henry's Will and the joint Trust are both unsigned.

Review the Family Tree to confirm all relationships.

Ask: 'Is everyone still in the right place? Has anything changed with children, grandchildren, or family members?' This identifies outdated beneficiaries and new family members who may need to be included.

Walk through Fiduciaries to confirm roles are still appropriate.

Confirm executors, trustees, POA agents, and healthcare agents are still willing and able to serve. Note: both Henry and Mary share the same successor healthcare agent (Johnny Do Good), which should be verified.

Use the Overview Flowchart as the conversation anchor.

Many clients have never seen their estate visualised this way. Walk through how both Wills pour into The Price Family Trust, and how it then splits into the Survivor's Trust and Disclaimer Trust on first death. This is often the moment clients realise the documents haven't been updated in years.

Highlight the Material Information flags.

The Material Information pages are the most action-oriented part of the Snapshot. Each numbered point corresponds to a specific provision in the document, with page and article references. Use these to guide the attorney review conversation.

Ready to generate your first Estate Snapshot?

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Disclaimer: Information provided is for educational purposes. Your advisor does not provide tax, legal, or accounting advice. In considering this material, you should discuss your individual circumstances with professionals in those areas before making any decisions.