“If you’ve ever served as the executor of even an uncomplicated estate, you’ll see the value of this service.”

Bob Veres, Inside Information

Be an instrumental voice in addressing this unmet need.
Most family members who serve as executors are surprised at the amount of time, cost and involvement required. Furthermore, the information they need is often out-of-date, in disarray, or missing. Financial advisors and institutions can use EstateLogic to help clients best prepare for wealth transfer, while driving important business benefits.

EstateLogic provides a window into a client’s total estate environment – their entire financial picture, estate structure, family relationships, charitable goals, biographical milestones, and legacy preferences. This unique perspective brings rise to more effective, holistic plans and smarter solutions that avoid the typical pitfalls of wealth transfer.

The result? Peace of mind for your clients. Savings of up to 80% on settlement fees. A less burdened executor. Short and long-term benefits to advisors and financial institutions.

“Overall, EstateLogic’s site offers a comfortable user experience. It is easy to navigate, it uses lay terms that will not intimidate clients, and it is responsive.”

Joel Bruckenstein, Morningstar Advisor.com

A high impact practice management approach for you, an invaluable benefit for your clients.
EstateLogic is much more than a tool. It’s the smart way to take your estate planning service offering to the next level. It maximizes your time and involvement to drive the best result for you and your clients.

Use EstateLogic to:

• Meet face-to-face regularly with clients to discuss and actively work on getting key transition details assembled; or
• Assign clients tasks to do on their own time, offering your support through periodic oversight as needed.

EstateLogic supports you in both approaches with easy to implement materials and templates. This flexibility makes EstateLogic a high impact practice management approach that you can use in every client relationship.

Deliver peace of mind. Save clients up to 80%. Realize valuable practice benefits.

Learn how EstateLogic benefits financial advisors like you.