Estate Taxes/Expenses and Estate Worth are separate estate analyses in Statements when they are available for the client. Review each result using the labels shown on screen.
Review the analyses
Open the client and go to Statements.
Select Estate Taxes/Expenses or Estate Worth when shown.
Note the displayed date.
Review the visible rows and totals without assuming the two analyses use the same calculation.
If a source fact appears wrong, check the relevant saved information in the Evaluation and Family Info.
Return to Statements and compare the displayed result with the saved source information.