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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? …

How can you help your clients inventory assets, liabilities, income, and expenses?  How can you provide a value-added deliverable that will help them with continued organization of their estate-related financials? MyFamilyPlan Professional is the answer! Our tool makes it easy to collect & document estate & financial planning details. Helping you help your clients –…