enter a new era of estate planning
Until science makes the ultimate breakthrough, Estate Planning is fundamental for every person. Accelerate your estate planning offering, lead the process with clients, automate referrals and take this area of advice into the digital age. Providing holistic estate planning management services can change the economic business model for advisers.
ASK THE RIGHT
Help clients to understand the importance of estate planning by asking the right questions + identifying issues to be remedied
GENERATE RECURRING VALUE
Create a basis for regular review of a client’s estate planning needs building a recurring revenue model for your advisory practice
BECOME THE FAMILY MANAGER
Develop an action plan for the family to follow during a crisis. This process introduces advisers to many other potential clients
FIND CRITICAL INFORMATION
Establish a register of information that family + professionals need to assist with estate matters (people, assets, debts, insurances, legal + more
give your clients the estate planning
service they deserve
systemise the estate planning
process from only $220/mth*
*Monthly subscription price dependent on staff number, requires a version of ARM. Click SUBSCRIBE NOW to view the pricing for your organisation.