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Sole estate practitioners, law firms, and financial advisors use eState Planner to make their practice more efficient, safer, and client-centric.
Read their stories and see how they've improved their practice.
Colleen is a sole practitioner who introduced e-State Planner to her practice to remove manual data entry out of the estate planning process. Not only was she able to cut back on data entry, she saw her profit margins increase, and overall client experience drastically improve. Here’s how she did it.
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