Plan clients' estates, their way.
Connect with clients, automate interactions, and add more flexibility to your engagement model.
Connect with clients, automate interactions, and add more flexibility to your engagement model.
Documents are a bi-product of the trust and expertise that attorneys provide. Plan with clients using a 21st century online experience.
Have more meaningful conversations with your clients centered around advice. Let software handle the rest.
Most estate plans sit in file cabinets. Add value to your client experience by helping them understand how their plan works with visuals.
Communicate and collaborate with clients on your time. Prioritize more serious clients and reduce back & forth while still learning clients' needs.
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