Birthdate information is used to help identify key milestones that may require updates or modifications to your Estate documents. When you elect to capture birth dates for a stakeholder, Legacy Logix is able to cross reference the stakeholder's date of birth with age-related triggers in your plan.

For example, your trust may include a guardian or specific instructions for your underage children. When they reach majority, you may want to remove the guardian or review the instructions. Legacy Logix will track this age-related milestone, and send you an alert far enough in advance to give you time to act.