We’ll ask some questions on what your needs are for your estate center.
Choose what products and offerings you want in your estate center.
An easy set up lets you go live fast, so your customers can take advantage of a state-of-the-art estate center.
By
Allan Oloo
By
Saeid Kian
Do you require some integration with us?
No! There’s no integration required, unless you require something more sophisticated. Our out of the box solution is simple to plug into your website and gives you all the software tools you need us. Contact us to hear more!
We only want help with customers that want to inherit. Can you just provide us with that?
Yes! We can create an estate center package that’s right for you!
We have our own estate center services. Are we competing with yours?
No! Your estate center services can easily be included in ours. If you offer wealth management, life insurance, or any other service, let us know. We can make sure to plug it into our estate center.
Do you offer your own estate center services?
Yes! We can offer will creation, finding your inheritance, and other services. Contact us to learn more!
How much do you all cost?
It depends on what you want! We structure an agreement based off of what you want. Our agreements are simple monthly payments, based on what package you have.
