Estate Planning Outline

Live Requires Elite plan or higher · Agent role

Industry: Wealth Advisory — this app appears only on tenants provisioned for that vertical.

Estate planning discussion outlines for client meetings.

Workspace fields

These labels match the live EZ4Youtech workspace (sidebar provider + main panel):

• Goal (required) — text field in the workspace
• Target / period date (optional) — date field in the workspace
• Planning horizon (months) (optional) — slider field in the workspace
• Inputs / steps / data (required) — textarea field in the workspace

Primary action button: Generate plan

Workspace overview

Before you start

• Log in as a user on your company tenant (admins set up BYOK separately).
• Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
• Verify your plan includes Elite apps — disabled apps show the plan required to unlock them.

Step-by-step

1. Open the app — In the workspace sidebar, select Estate Planning Outline under Industry apps.
2. Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
3. Fill Goal — Enter Goal (required) in the workspace form.
4. Fill Target / period date — Enter Target / period date (optional) in the workspace form.
5. Fill Planning horizon (months) — Enter Planning horizon (months) (optional) in the workspace form.
6. Fill Inputs / steps / data — Enter Inputs / steps / data (required) in the workspace form.
7. Run the app — Click Generate plan. Output appears in the Result panel with download option.
8. Review before client use — Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace — use only data you are allowed to process. Field names match the live product.

Goal

Draft a 90-day cash-flow outlook for the practice

The business outcome you need (forecast, timeline, argument outline).

Target / period date

2026-05-31

End of the month or quarter you are reporting on.

Planning horizon (months)

6

Planning horizon in months.

Inputs / steps / data

Avg revenue $42k/mo · Payroll $18k · Rent $6k · One-time equipment $12k in August

Facts, constraints, and sequence — the AI will not invent dollar amounts you omit.

Try these scenarios

Adapt these prompts to your client — do not paste payment card numbers, SSNs, or full IDs.

• Build month-end close checklist from AR and AP notes provided.
• Outline 90-day cash-flow steps without inventing revenue numbers.
• Case timeline draft from intake notes and hearing dates only.

Expected result

Shape of the AI output in the Result panel — review before client use.

Example output (plan)

• Steps sequenced from your goal and notes
• Assumptions labeled; no invented revenue figures
• Checklist your team can execute or paste into a doc

Tips

• Keep prompts specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers — use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade the tenant plan or confirm BYOK setup.

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