For 500 years Advisors and their clients have used the same process for taking will instructions. Hull e-State Planner™ is the future of will planning:
- Uses technology to streamline the collection of key information.
- Automatically calculates net assets values, probate tax exposure, and residue amounts.
- Cues the Advisor on important issues to consider with the client.
- Graphically displays decisions in easy to understand manner.
- Stores a comprehensive will plan summary to assist the Advisor and the Client in confirming the instructions and preserving the data.