No. We do not hold itself out as experts or provide investment, life insurance, legal or accounting advice.

The Estate Organizer serves as a digital vault of information to enhance the work of advisors as you build an estate. Organized clients, on top of their finances, enjoy better results and lower fees.

The Estate Executor Toolkit makes your executor an informed decision maker with step by step advice, user-friendly tasks lists, templates, a financial tracking system, and important information to make their job faster and easier, with less risk of inadvertent errors. It allows your executor to arrive well prepared at meetings with lawyers and accountants, significantly reducing time and professional fees.