How Insights work: EstateFlow applies transparent if/then rules to figures already saved by the Planning calculation. Insights explain and prioritise existing results; they do not invent tax or legal figures and are not professional advice.
Refresh observations
Available on Essential, Legacy, Family and Professional workspaces. Free retains the annual cost snapshot without Insights.
Checks include cost-cover nominations, marital/spouse completeness, minor bequests, stale Will status and missing documents.