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
Daniel Brockley
SLATs can be a smart way for clients to move money out of their estate while retaining some level of control and flexibility. Steve Lockshin explains more in this Vanilla Talk.
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