Production Candidate v3.0
Use this short check to identify what digital assets you may have, how they are held, and whether anything may need further attention.
This tool helps identify and record digital-asset planning issues. It does not provide client-specific legal, tax, investment, regulated financial or technical advice.
Do not enter these credentials into this check or include them in information you routinely share with your estate planner.
Record the route, not the secrets.Your answers stay on this device unless you choose to download or share them. Plutus does not store a copy of your completed Client Check. Progress can be saved on this device for up to 30 days. For longer-term updating, you can download a password-protected copy.
Your link is for the estate-planner referral route. Review and confirm your route before starting.
Do not use a shared or public device for sensitive estate-planning information.
Your answers are processed in this browser and can be saved on this device for up to 30 days. Plutus does not receive a copy of your completed check. Browser data may be lost in private browsing, when cleared, or when you change browser or device. Download a protected copy for longer-term updating. You control downloaded and shared files; Plutus does not receive the file password.
Choose why you’re completing it. The questions are the same on both routes.