With Asset-Map’s estate planning software, you’ll have everything you need to manage your client’s estate in one place. See everything from one simple dashboard, including beneficiaries, living trusts, important documents, and assets/liabilities.
Estate planning is a sensitive topic. Prepare a structured discussion about your client’s estate planning by gently steering the conversation using Asset-Map’s software.
Build a centralized system for your client's estate planning needs. Keep all the documents and relevant information, such as wills, trusts, and more, recorded in your Asset-Map project, and never lose track of important information again. Link important estate planning documents, such as wills or power of attorney, through your notes, and always remember where things are with our estate planning software.
Organize documents, allocate assets, add members, and create a comprehensive financial plan using Asset-Map for the ultimate client experience.
Discuss inheritance during your next client meeting. Collaborate with the people involved, allow them to be active participants, and get them the clarity they need to ensure loved ones are protected.
You can show the overview of the assets/liabilities or print the detailed version in PDF form to share with estate planning attorneys joining the process.
Always keep beneficiaries informed of where their assets are, according to the most recent changes.
Spend more time managing your client relationships and less time on repetitive tasks through automation. Your current workflows don’t have to take up all your precious time. Automation capabilities can streamline the tedious tasks needed to create relevant, comprehensive estate planning advice for clients. Demonstrate your evidence with ease using Asset-Map’s automation functionality and gain your customer's loyalty.
Get a holistic view of your client’s estate. Keep every important document handy during estate planning and easily update your client’s estate with Asset-Map.
Use Target-Map when you need to demonstrate the importance of life insurance and simulate different insurance options. Additionally, see if your clients are hitting their insurance goals and run the numbers to ensure their family members are protected if something bad happens.
- George M., Asset-Map Advisor
See everything from one place and always know your client’s estate planning details at a glance.
See how Asset-Map can help you broach sensitive topics, keep estate planning painless for everyone involved, and give clients a holistic view of their assets.
Schedule a demo today.
