Financial Advisors' Estate Planning Software Options



 Estate planning may be one of the primary services you provide to your clients as an advisor. Using the appropriate tools can make creating personalized estate planning simpler and more efficient. 

If you're looking for the best estate planning software for financial advisors, there are various options to consider. SmartAsset's Advisor Marketing Platform provides financial advisers with a variety of services, including client lead generation and automated marketing. 

Learn about SmartAsset AMP today.Estate planning software for financial advisors. Estate planning software can help to speed up the process of drafting estate plans while also ensuring that all documents included in the plan are accurate and lawful.

 When considering estate planning software, evaluate the number of features and benefits available, as well as the cost to you and your clients. With that in mind, here are several estate planning software alternatives widely suggested by financial advisers.



Asset-MapAsset-Map is a comprehensive estate planning software developed by financial professionals. It is intended for financial planners, registered investment advisers (RIAs), insurance agents, and tax or legal professionals who provide estate planning services.

 Advisors can select from one of three estate planning options, with the Elite plan providing the most features and benefits. Plan cost is based on a one, two, or three-year contract, with advisers able to choose between annual or monthly billing. Enterprise pricing is also accessible to larger advising firms.

2. Encor Estate PlansEncorEstate Plans collaborates with advisers to help them provide their clients with a better estate planning experience. Advisors can select one of four packages based on their customers' needs. 

The most simple package enables advisers to update a current estate plan, while the most complete includes all of the legal documentation required to establish a trust-based estate plan.

 This estate planning program operates on a pay-as-you-go basis rather than an ongoing subscription. EncorEstate Plans team reviews each document you create to assure its accuracy.Just In Case EstatesJust In Case Estates enables financial advisers to provide estate planning services to customers in a streamlined, cost-effective manner. The site is free for advisors, and clients only pay when they create estate planning documents. 



It is intended for a wide variety of clients, from those with relatively straightforward estate planning requirements to high-net-worth individuals with more complex estates. 

The software makes use of graphics to help you convey financial information to clients in an understandable style. It also interfaces with eMoney, which could be beneficial if you currently use this financial planning software in your office.


Source: smartassets.com

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