Estate Planning For Life
An 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 ‘
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Security FeaturesPrivate access Email links expire after set time frame Now advisers and advice business owners can run the MYP estate planning process for themselves with private user-only access. Email links into the system have a limited lifespan – of your choosing. |
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New Report FormatsNew contemporary report formats bring a fresh look to the system outputs when you next review your client’s Information That Matters and Crisis Management Plans. |
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Book a webinar!See how Estate Planning For Life supports client engagement, creates and accelerates interest in estate planning, creates recurring value and transforms advisers into family and business managers, making them invaluable. |
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