An estate analysis that recognizes deficiencies and provides professionals with an idea of what may cause issues within the estate plan.

An estate analysis that recognizes deficiencies and provides professionals with an idea of what may cause issues within the estate plan.

Our estate analysis populates messages that notify users of items that may need to be addressed within the estate plan. From assets that may not be titled correctly to missing guardianship designations, this module will help professionals tighten up any estate plan. Clients can now view the same messages making it a less intrusive conversation. 

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Features