Estate Manager

Attorneys, CPAs and other Wealth Management Professionals are always looking for additional solutions to increase market share and retain clients. Estate Manager Professional is a tool that allows you to add new services to you current estate planning offerings. Estate Manager Professional is an estate asset tracking tool that allows you enter a clients assets that are not included in a will. Using an interview process that includes more that three hundred questions covering all aspects of estate assets you provide the ultimate in client protection. There are any number of important assets a client possesses that are not included in a will such as safe deposit boxes, storage units, remote property such as boats, aircraft and more. If you have ever lost someone close you know that the day after the funeral you stand in the living room and ask now what. Where are the insurance policies? Dad always talked about getting a boat, where would it be? I know they had a safe deposit box, what bank? What box number? Where would the key be? What is the name of the broker that has his stocks? The list goes on and on. In the interview process we go over all aspects of estate assets and bring to mind things that most people never consider when planning their estate. Truly this is "Planning beyond the will". In addition to your will development and estate planning options, Estate Manager Professional provides you a new solution to attract and maintain more clients. The interview process is a simple list of questions grouped by asset category. Once the questions are answered the program generates a fill in the blanks database for each question affirmatively answered. For example the client answers yes to having a whole life insurance policy. When the data framework is generated there is a base record for the life insurance policy. Enter that record and fill in the policy information and thats it. The process is the same for all questions and categories.

Whats new in this version:

Minor fixes, New help links.