Which of the following is NOT a current How-To in the Knowledge Base?

• A. Share a vault document with a client
• B. Create a client profile
• C. Add a Rolling GRAT
• D. Set up a financial plan projection

Answer: (C)

A How-To in the Knowledge Base is a step-by-step guide for performing a specific task directly in the platform. The items that are current How-Tos describe actionable tasks you can do now: share a vault document with a client (a collaboration workflow), create a client profile (setting up a new client in the system), and set up a financial plan projection (generating and configuring a projection for planning). An estate-planning concept like adding a Rolling GRAT isn’t an in-platform action with a current, step-by-step guide in the Knowledge Base, so it isn’t represented as a current How-To. Therefore, the option that isn’t a current How-To is the Rolling GRAT.