Key Features
Easily Onboard Estate Plans
Create client profiles with family, financial and estate information
Visualize Estate Plans
Interactive visualizations drive dynamic planning conversations
Deliver Ongoing Advice
Drive ongoing estate planning discussions
Create Estate Planning Documents
Deliver a fully integrated view of your clients’ estate
KEY ROLES
A person or organization who holds the possession of property in a Trust arrangement. Trustees are responsible to act in the best interest of the Trust's beneficiaries.
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