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Detaljer

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Estate Guru Hovedfunktioner

• Increase AUM
  You can see all of your client's finances to help grow your business.
• Setup is easy
  You can create, share, and manage estates all in one easy-to-use platform.
• Generate leads
  Expand your services and attract new clients to grow your practice.
• Attorney-connected
  Each plan is linked to a real attorney, so everything can be handled in one place.
• Legally sound documents
  Get documents that are backed by a network of attorneys across the country.
• Build generational clients
  Easily connect with the next generation of clients through a simple link to beneficiaries.
• Provide tailored estate plans
  Create estate plans that fit each client's unique needs instead of using the same template for everyone.

Estate Guru fordele

• Increase AUM
  You can see all of your client's money, which helps you manage more assets and grow your business.
• Setup is easy
  You can manage everything about estates in one place, making your work simpler and faster.
• Access to real attorneys
  You can get help from real lawyers, making sure your documents are correct and legal.
• Build generational clients
  You can easily connect with your clients' family members, making it easier to serve future generations.
• Provide tailored estate plans
  You can create unique plans for each client, so they get exactly what they need instead of a generic document.
• Deliver legally sound documents
  You can trust that the documents you provide are backed by a network of lawyers, ensuring they are valid.

Hvem bør bruge Estate Guru?

• Advisors
  Advisors can easily manage their clients' estate plans and grow their business.
• Attorneys
  Attorneys can access a network of real attorneys and create legally sound documents quickly.
• Institutions
  Institutions can provide better services to their clients with tailored estate plans.

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