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细节

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Estately 主要特点

• Guided Process
  Clients complete a simple questionnaire that takes less than 30 minutes to finish.
• Advisor Control
  Advisors can track progress, download documents, and provide a summary to clients to ensure everything is done correctly.
• Client Referrals
  Clients are more likely to recommend your services after they create an estate plan, helping you gain more business.
• Brandable Content
  Advisors can use templates from a content library and add their branding to market their estate planning services.
• Easy Estate Planning
  Estately makes it simple for clients to create an estate plan without feeling scared or confused.
• Time and Cost Savings
  Clients can save money by using self-service documents instead of hiring a lawyer, or they can work with an attorney if they prefer.
• Variety of Plan Types
  Clients can select from different estate planning documents like wills, trusts, and healthcare directives.
• Unlimited Use and Access
  Advisors can help as many clients as they want and clients can access their documents for life.
• Immediate Document Generation
  Documents are created right away, including all necessary pages and instructions for the next steps.
• Personalized Client Experience
  Advisors can invite clients to a branded website or send private invites for a tailored experience.
• Self-Directed or Attorney-Led Options
  Clients can choose to create documents on their own or get help from an attorney in their state.

Estately 优势

• Win more clients
  Offering estate planning helps advisors attract new clients and get more referrals from happy customers.
• Make estate planning easy
  Clients find estate planning hard and scary, but Estately makes it simple for everyone.
• Save clients time and money
  Clients can use self-service tools to create documents, which saves them a lot of money on lawyer fees.

谁应该使用 Estately？

• Clients
  They can create their estate plans quickly and without high costs.
• Lawyers
  They can use the platform to streamline their services and reach more clients.
• Businesses
  They can offer estate planning services to their clients, adding value to their business.
• Financial Advisors
  They can help clients make estate plans easily and save money on lawyer fees.
• Prospective Clients
  They can learn about estate planning and get help from trusted advisors.

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徽章

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Estately 替代品

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使用的技术

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