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Make complex estate plans easier to communicate, share and act on with your clients, their families and the professionals involved.
Turn complex estate information into visual summaries that help clients see the people, assets and decisions behind their plan.
Give clients something more intuitive than legal documents or spreadsheets alone, making it easier to explain the plan, discuss important decisions and ensure everyone has a clearer understanding of what could happen to their wealth.
Estate planning is about more than assets. It's about the people who will ultimately be affected by the decisions your clients make.
Use visual estate plans and scenarios to make conversations with spouses and family members easier to navigate when appropriate, helping you build relationships beyond the individual client and engage future beneficiaries earlier.
Stay involved as your client moves from exploring their estate plan to working with an estate lawyer.
Share relevant client information and planning scenarios with the lawyer involved, helping reduce disconnected conversations while keeping everyone's role clear: you help clients explore the financial implications of their estate, while their lawyer provides legal advice and prepares the legal documents.
Anna Fitzsimmons, Estate Lawyer - D’Agostino & Associates
