Overview of the leading advisor-facillitated platform in estate planning.
Short explainer video using a case study on the need for estate planning for clients in the wealth accumulation phase.
Short explainer video using a case study on the need for estate planning for clients in the pre and post retirement phase.
Short explainer video using a case study on the need for estate planning for clients in a blended family.
Short explainer video of our core estate planning solution providing wills and EPA's.
Short explainer video of our single testamentary trust solution.
Short explainer video of our multiple testamentary trust solution.
Short explainer video of our cascading testamentary trust solution.