ESTATE ENGINE

Once the form is completed, we deliver the initial draft to a local attorney from our network to finalize the plan with the client. Every attorney in our network is vetted then trained on the Estate Engine process so advisors are confident their clients are connected to someone trustworthy who will follow a predictable process and timeline... Estate Engine provides our software to financial advisors free of charge. Our streamlined process saves advisors, clients, and attorneys significant time and effort, which allows for full estate plan packages at a low flat rate per plan. Advisors have the option to cover the full rate for their client, cover a portion, or have the client cover the cost themselves... Estate Planning Simplified An easier way for financial advisors to help clients complete their estate planning Get Started Invite, monitor, and remind Financial advisors use our software to invite their clients to begin the estate planning process with an educational form. Through..

Primary location: Draper United States