Jennifer Raess, JD, CFP, CLU
Product Counsel
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Deliver a whole new client conversation experience
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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
Company
Product Counsel
Ready to get started?
Talk to our sales team today.