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Planning, Preparing, & Managing an Estate

 
"My mother passed away a few months ago and I recently found out about your PRO resource. . . I wish I would have known about it. I will definitely pass it on to others. . ."
 
Caroline
Financial Advisor, Morgan Stanley

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:

  • inexperience and lack of preparation.
  • the estate administration process is fragmented and time consuming.
  • decisions have far reaching implications.
  • the process is a 'marathon' not a sprint.
  • the process requires the expertise of as many as 20 different professionals.
  • the process is often administrated from a distance.

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.

 
Step-by-Step Process
 

EstateManagerPRO™ simplifies everything. The step-by-step process provides a complete roadmap of "what to do" and "when to do it". Content includes:

  • education organized by Topic and presented in chronological order
  • decisions that families will face
  • actions to deal with these situations
  • alerts as to when to get the assistance of a professional

EstateManagerPRO™ complements your practice and areas of expertise.

 
Education and Checklists
 

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.

 

 
Communication
 

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!

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