Consider the power of delighting your customers
or employees, old & young with a lifelong
platform to create and manage their estate plan.
Our always-on digital offering will empower users
with a "do-it-yourself" estate planning platform to be
"always-prepared" for events across life stages.
Did you create joint plans and name your
new spouse as beneficiary?
Did you name a legal guardian
for your minor children?
Did you choose a representative to handle your
health decisions if you are incapacitated?
Did you make plans to care for your loved ones
with a handicap or special needs?
Did you update your plan & beneficiaries to
accommodate a change in marital status?
Did you clearly state your end-of-life preferences for your survivors to avoid trauma & indecision when dealing with the stress of your loss?
Did you make provisions for the well-being
of your devoted pet that gave you
years of unconditional love?
Life moves too fast for age-old estate planning approaches to keep pace.
Get your customers & employees an “always on” capability in their pocket.
They will thank you for it.
We work directly with financial institutions to augment their existing digital footprint and capabilities. We personalize the platform so that the financial firms can deliver the service to their customers as their own branded offering.
Our new model upends the traditional approach of scheduling a face-to-face (physical) office visit to create a simple estate plan. In this new model the plan can be created & updated anytime, anywhere without constraints on the number and timing of changes (which means no incremental or added costs each time an update needs to be made).
We can configure our platform as a pure Do-It-Yourself (DIY) or self-service capability or as a “hybrid” model which offers essential human-assistance for users. The service is flexible and can be configured to deliver what will best service your customers.
The platform provides ”anytime access” capable of handling changes and updates to keep lockstep with a user’s movement through life-stages and wealth-cycle transitions. It facilitates “as needed” digital engagement for every customer in a contextually relevant manner.
Our platform will make it simple for your customers and employees to distribute their hard assets and protect their personal legacies and wishes. The platform can be delivered as your service.
Your customers and employees will thank you for it.
A fully-digital platform which allows users to register, create a plan and undertake unlimited updates from anywhere. Our platform can be provisioned for any institution in a matter of days.
Ability to create the essential estate planning documents that are state-specific Covers almost all U.S. states.
Create core estate planning documents such as - last will, living will, durable power of attorney, health care power of attorney, revocable trusts and more.
Effective selection of people to play key (fiduciary) roles in your estate plan. No role left out and backup individuals included.
A full-featured document vault to centralize the storage of copies for all plan documents and important assets. And users can share documents with others as needed.
Record both assets and liabilities and determine net worth. Refresh estate size automatically. Use analytical visuals to make better planning decisions.
Update and renew the plan as may times as needed. With minimal effort, keep plan lockstep with life-stage changes & events.
Intelligent back-end integration to minimize user-input of detailed items. Ability to ascertain asset values and keep them refreshed.
Tools to create, manage & maintain the plan and generate key insights on individual situation. Make ongoing adjustments and reconfigure the plan on an as-needed basis.
The platform has implemented bank-grade security at the architecture, application and database-level. We conduct monitoring and penetration testing to preserve the level of security.
Reach out to schedule a demo or discuss your needs.