Key Features
Easily Organize Estate Plans
Create client profiles with family, financial and estate information
Visualize Estate Plans
Interactive visualizations drive dynamic planning conversations
Strategize Planning Opportunities
Illustrate the impact of your clients' current and future planning
Create Estate Planning Documents
Deliver a fully integrated view of your clients’ estate
A power of attorney (POA) is a legal document that grants a person the authority to act on behalf of another person, known as the principal, in legal, financial, or medical matters. The person granted the power of attorney is known as the agent or attorney-in-fact.
Read more: What is a power of attorney—and how does it work?
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