Focus on what you do best and leave the rest to us.
Supporting your clients during difficult times can present many challenges. Let us handle estate administration, so you can focus on building a relationship with the next generation.
Account Retention
When a client passes away, accounts are often closed and moved into an estate account elsewhere. We help you retain those accounts by centralizing the estate administration process at your institution.
Enhanced Client Support
People remember who supports them in times of crisis. We provide you with customized services that help your clients navigate through the most difficult period of their life without adding additional time or overhead to your business.
Accelerated Business Development
Keeping up with your clients’ needs can hinder your ability to build relationships with the next generation. We accelerate that process by helping you quickly build trust and rapport.
Enhanced Revenue Stream
We let you focus on your business by taking non-essential services off of your hands. We also provide you with additional revenue streams through customized channel partnership agreements.
Pricing for Businesses
BEST VALUE
Annual Preferred Partnership
$499/year
Concierge “On Call”
Institutional Pricing
100% OFF Discount on $300 Client Setup Fee
Marketing Advantage: Partner Status
List us on your website / we list you as a partner
