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 pot trust is a type of trust that puts clients’ assets into a single pool for a certain group of beneficiaries. It gives the trustee the flexibility to distribute the assets as needed to benefit any given beneficiary.
Read more: What is a pot trust and how could it benefit your clients?
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