KEY ROLES
Beneficiary
A person or organization who has the right to benefit from the property held in a Trust.
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Deliver a whole new client conversation experience
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The virtual estate planning summit is back - Legacy Now Spring 2024
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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
Company
KEY ROLES
A person or organization who has the right to benefit from the property held in a Trust.
Ready to get started?
Talk to our sales team today.