Will, Schedule of Assets, Zakat

The Assistant page is a single entry point for legacy and planning tools: Will drafting, Schedule of Assets, and Zakat Calculator. More tools are coming later.

Where to Find It

Open Assistant from the sidebar (/dashboard/assistant).

Will

1. Click the Will card.
2. A Before you begin step may appear; follow it and continue.
3. The Will drafting flow opens. You can generate a will draft (e.g. AI-assisted) and download or use it as needed.

Schedule of Assets

1. Click the Schedule of Assets card.
2. The Schedule of Assets dialog opens. Use it to list and organise your key assets in one place; it can tie into the accounts you track in Kanze.

Zakat Calculator

1. Click the Zakat Calculator card.
2. The Zakat Calculator opens. It estimates zakat from your accounts and liabilities (using the data you’ve added or linked in Kanze).

Coming Soon

• Last Wishes — capture personal wishes and messages for loved ones.
• Hibah — plan lifetime gifts (hibah) in line with your intentions.

These cards are visible but marked “Coming soon.”

Tip

Use the Assistant when you want to run a specific tool (Will, Schedule of Assets, Zakat) without going through the full Legacy Planning page first.

Need more help?

See Legacy Planning — Tasks and Documents for tasks and document storage, and Adding an Account so your data is ready for Zakat and Schedule of Assets.