Plan Analyzer
Turn old estate plans into a clear, actionable risk report in minutes
Clients come to advisors with outdated plans. Plan Analyzer helps you understand them quickly, identify risks, and start a new plan with one click.
What is Plan Analyzer?
70% of estate plans are out of date. Clients bring advisors old documents full of outdated decisions, missing roles, and structural risks. Plan Analyzer turns those documents into a clear, structured risk report in minutes. Advisors upload a client's existing plan, Plan Analyzer flags every issue, and the report can be downloaded to share with clients. When you're ready, one click sends the extracted data to WiseFill to jumpstart a new, updated plan.
How It Works
How Plan Analyzer works
Go from a stack of old documents to an actionable risk report in minutes.
Upload
Advisors upload a client's old estate plan documents. Wills, trusts, powers of attorney, and supporting schedules are all supported.
Surface
Plan Analyzer reads every document and flags risks across people, assets, structure, and trust provisions. A structured, advisor-friendly report is generated automatically.
Action
Download the report to share with clients. When you're ready, click once to send the extracted data to WiseFill and jumpstart a new plan. No re-entering information.
Features
Plan Analyzer features
Document types present
Identify which documents exist and which are missing. If a client has a will but no healthcare directive or power of attorney, Plan Analyzer flags it immediately.
Trust provisions and structure
Review trust provisions, distribution terms, and structural elements. Plan Analyzer identifies provisions that may be outdated or incomplete.
Execution details
Check signing dates, witnesses, and notarization. Identify documents that may not meet current state execution requirements.
Named roles
Surface every executor, trustee, guardian, and agent named across all documents. Spot missing alternates and outdated designations.
Asset information
Extract referenced assets and identify accounts that may have changed, been closed, or are no longer reflected in the plan.
Beneficiary designations
Review primary and contingent beneficiaries across all documents. Flag conflicts between insurance designations and trust provisions.
Use Cases
Who uses Plan Analyzer?
- Advisors reviewing a new client's existing estate plan before their first meeting
- Advisors who want to proactively identify plan risks across their client base
- Attorneys preparing for a client consultation by reviewing prior documents
- Anyone who wants to understand what an old estate plan actually covers
FAQ
Common Plan Analyzer questions
Plan Analyzer reviews six core areas: document types present, trust provisions and structure, execution details (signing dates, witnesses, notarization), asset information, named roles (executors, trustees, guardians, agents), and beneficiary designations including contingent beneficiaries.
Wills, revocable trusts, pour-over wills, financial powers of attorney, healthcare powers of attorney, living wills, advance directives, and supporting schedules or exhibits. Multiple documents can be uploaded together for a comprehensive review.
Yes. Plan Analyzer generates a client-ready report that you can download and share. The report is structured in plain language so clients can understand the findings without legal jargon.
Data extracted by Plan Analyzer flows directly into WiseFill with one click. WiseFill pre-populates a new estate plan profile so clients don't have to start from scratch, creating a seamless transition from review to plan creation.
Life changes (marriages, births, deaths), shifting asset pictures, changes in named roles like executors and trustees, and evolving estate planning laws at both federal and state levels all contribute to plans becoming outdated. 70% of estate plans are estimated to be out of date.
No. Plan Analyzer provides informational analysis and recommendations. It identifies potential issues and suggests next steps, but it is not a substitute for professional legal counsel.
See Plan Analyzer in action
Schedule a personalized demo and discover how Plan Analyzer can transform your estate planning workflow.