We believe our industry has an archaic approach to the client journey.
Historically, a client simply states what they want to happen when they die, and the adviser produces this.
Where is the advice, guidance, and thought into the long-term effects of this approach?
In our view, this approach is negligent, and clients deserve so much more!
Estate planners & Will writers need a platform that stands them apart from the outdated & archaic advisers.
We see Estate Planning PRO as the ‘refreshing’ version of Estate Planning, and we'd love you to join us to change how the industry operates.