Easy to use Estate Planning platform with automations to generate forms and documents
Use Cases and Deployment Scope
Estateably ensured that assets are distributed according to the wishes of the person creating the estate plan, minimizing taxes and administrative costs associated with the transfer of assets.
We used this for making sure that we were managing and preserving the assets for future generations.
The tool was very simple and easy to use.
Pros
- Minimizing taxes and administrative costs associated with the transfer of assets
- Protecting assets from creditors and potential legal challenges
- Simple interface and ease of use
Cons
- Some features could be simplified. I.e. removing the need to use financial advisors or attorneys to assist with estate planning process.
- Cover a wider range of estate planning topics
Most Important Features
- Form automation
- Document management repository
- Embedded reporting system
Return on Investment
- Increase the efficiency of the Estate Planning process
- Guarantee the correct management of digital documents, including the validations process
- Expected reduction on taxes
Other Software Used
PitchBook, FactSet, Bloomberg Terminal
