To grieving clients, even simple tasks surrounding the death of a loved one can feel overwhelming... add the complexities of processing an estate and many feel completely lost. The problems clients face when they lose a loved one include:
EstateManagerPRO™ is the only comprehensive resource to help families dealing with the death of a loved one. Make it part of your website - it's a turnkey solution hosted on our IT platform.
EstateManagerPRO™ simplifies everything. The step-by-step process provides a complete roadmap of "what to do" and "when to do it". Content includes:
EstateManagerPRO™ complements your practice and areas of expertise.
Our educational content facilitates preparation and advance planning. It continues through all aspects of estate administration, which may last up to 12-18 months. The EstateManagerPRO™ step-by-step process continues to reinforce the need for your services and expertise.
Integrated into each Topic is a checklist that adds organization and clarity. Opportunities to update the checklist are provided at the end of each step. Many users establish a shared password protected, acount that enables the entire family to keep informed of completed steps. Automatic tracking of progress simplifies organization.
The EstateManagerPRO™ step-by-step process details information and defines terms; providing the ability to communicate from a common reference point. Effective communication strengthens relationships with clients.
A client's or prospect's special time of need becomes an opportunity to help. Compliment the services you already provide. Deepen these relationships. A client's "Word of Mouth" becomes an ally in growing your business!