The #1 estate planning software for advisors. Simplify estate planning. Offer on-demand plans. Visualize client's estates with AI. Optimize taxes.
LawSafe offers estate planning software to store, organize, and share your most important documents and information for the future. Start today.
Canada's #1 legal software for estate planning and wills, trusted by 1,000+ estate professionals. Improve client intake, create estate plans, and draft wills better and faster with eState Planner
Investment Planning Group "For 30 years, I have struggled with an easy way to capture all the information in a client’s estate plan. Yourefolio not only meets but exceeds the needs of the most complex plan. Finally, a one stop place to know who has what responsibilities without having ...
EncorEstate Plans equips financial advisors with estate planning software that can strengthen value, build trust, and deepen relationships.
EstateWorks is then configured in accordance with the information from the previous step and is ready for use. Virtual hands-on training focused on orientation and confidence-building follows. Ongoing Support Further specialized training is provided on an as-needed basis. Support is provided on an ...
Specialized software for real estate builders and developers streamlines project management, budgeting, and collaboration. It enhances efficiency, ensuring seamless construction processes and optimal resource utilization for successful developments.
Estate Planning: The Software Factor.(BNA Estate Tax Planner)Wolosky, Howard W
Get real-time solutions to automate your property management using our Web-based property management software for all your real estate business processes.
SaveOr is the best software for downsizing, moving, or estate planning. Whether you are an individual or professional organizer, SaveOr can help you inventory your home for better outcomes.