Estate Planning is more than a binder of documents. Our clients deserve better. We offer a customizable Client Maintenance Program that is designed to help organize our client’s estates. Our software includes:
Drag & Drop Flow Chart: Customize any scenario using our drag & drop flowcharting system. The most powerful estate planning visuals in the industry.
Custom Design Plan Summary: Illustrates how the estate will play out upon the passing of a loved one.
Digital Assets Repository: As more and more clients obtain digital assets, our digital asset repository is the perfect way for clients to inventory and plan on how those assets are to be transferred.
Estate Organizer: takes inventory of everything that loved ones will need to move forward in the event of incapacitation or death.