Daily Archives: July 4, 2016

Estate Planning For LifeAn efficient, easy-to-use, online system which enables advisers to take on a project management role and gain a holistic view of the client’s estate planning situation.New feature – simplified ‘lite’ processOption to conduct the full estate planning process with multiple reports or a ‘lite’ version for less complex clients with a new ‘lite’ report.Learn […]

New version of Estate Planning for Life released