Submit an Estate Planning Request

Your service reps can create and submit an estate planning request through the Estate Planning Omniscript.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

User Permissions Needed
To submit an estate planning request:	Customize Application

On the customer’s Account record page, from Action Launcher, select the action to initiate the estate planning process.
Enter the details of the deceased individual and the notifier.
Verify the entered details, including the date of death and the notifier’s contact details.
Review the details of the estate planning notification, and submit the request.

A case is created in Salesforce for the submitted estate planning request.

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