EstatePlan Partner
Real Estate CRM & Lead Management
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An estate planning platform streamlines the process of helping clients organize and manage their extensive financial assets, including policies, accounts, and property, by providing professional guidance and transparent asset visibility. It offers features such as customizable referral links for professionals to generate leads, tier-based commission structures to incentivize growth, detailed performance tracking, personalized landing pages, and support for all phases of estate plan development, thereby addressing gaps in estate management, increasing revenue for practitioners, and ensuring clients' assets are protected and properly structured.
EstatePlan Partner can be found in Real Estate CRM & Lead Management categories.
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Details
Pricing:
$149-$499/mo
Consumer Type:
B2B
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