How can I Provide Added Value to my Clients?

How can I help simplify ongoing estate planning for my clients by providing a value-added tool?  Do you have an easy-to-use digital tool that your clients can use to document their estate and financial details?  Can this tool be used collaboratively?  Can your clients use it to update estate and financial details between planning discussions? 

MyFamilyPlan Professional can help!  MyFamilyPlan is an Excel Workbook that will help your client document all estate financials – income, assets, liabilities, bills, and expenses.  MyFamilyPlan makes it easy to collect, document, and maintain estate & financial planning details so that your clients stay organized. This tool will help clients stay engaged with you beyond their initial consultation.  Our tool can also be customized to accommodate your specific business or client needs.  Help your client get organized with MyFamilyPlan!