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            Estate Planning Service Process

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Estate Planning Service Process

            Use the Estate Planning service process to notify the bank of an individual's passing. This process ensures the timely and accurate registration of the death for all necessary administrative purposes.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            • Setup and Configuration of the Estate Planning Service Process
              Use Service Process Studio to enable the Estate Planning service process to give your service reps an easy-to-follow process for capturing estate planning requests of your customers.
            • Submit an Estate Planning Request
              ​​Your service reps can create and submit an estate planning request through the Estate Planning Omniscript.
            • Self Service for Estate Planning Service Process
              Give your customer community users access to the Estate Planning service process on a self-service portal, such as the Financial Services Client portal. When you make the service processes available with a self-service portal, your customers can raise service process requests at any time, from anywhere. Capture customer requests for estate planning through a self-service channel.
             
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