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eState Planner uses a built-in questionnaire to easily and accurately gather client information and other specific instructions.
Access your client's data securely anytime, anywhere. All data is encrypted and clients can log in to a secure portal to view their family information from any location.
Angela S. Fallow, LL.B., TEP, Trust and Estate Practitioner - Fallow Estates Law
Invite clerks and other collaborators. Multiple people can collaborate on a single client by adding one or more contributors. Contributors can collaborate on all aspects of the shared client including their profile, will planning, notes, etc.
Provide your clients with a simple questionnaire allowing them to fill out their own personal and financial profile information.
Advisory Insights is our built-in tool that provides actionable insights for each client file based on their specific personal and financial information.
