Clients quantify their vision and financial entries on the Details page. They quantify their entries exactly according to their life plan. For example, they can model semi-retirement and a less active lifestyle as they age. Clients trust their plans. When clients can exactly enter what they understand — their vision quantified their way — they place credibility in the plans, such as the investment returns they must earn and the insurance they need. VisionWorks’ unique “draggable” graphs make it easy to create entries and change them over time. Click on a graph to create entries. To change them, drag the graph entries to the desired year and dollar amount or percent. Use the Will tab on the Details page to model the terms of clients’ Wills, such as their final expenses and beneficiaries. Properly modelling clients' Wills is the cornerstone of estate planning. Software that doesn’t do this is very misleading — taxes at death, probate fees, and life-insurance needs can be calculated only when the terms of Wills are correctly modelled. VisionWorks has comprehensive and easy-to-use Will-modelling features. The Estate tab on the Solutions page (see “Creating Your Solution”) displays the amount each beneficiary is projected to receive. The Life-Planning Process is designed to be conducted over two sessions. Clients quantify their vision entries interactively. VisionWorks generates customized questionnaires for the remaining “hard data”. By placing questionnaires in the middle of the planning process, clients are motivated to complete them. Inspired by the Vision step, they want to return and create their “Solution” — how they can best attain their vision. Because they’ve deepened their relationship with you, they’re also more comfortable revealing highly personal data. And because they provide much of it interactively in the first session, questionnaires ask only for “facts,” such as details about company pension plans. This means the customized questionnaires are short and easy to complete.