The Future of Will Planning

The Future of Will Planning

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.

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