Easy to use Estate Planning platform with automations to generate forms and documents
Rating: 9 out of 10
IncentivizedUse 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
Likelihood to Recommend
Overall, I highly recommend this estate planning platform for anyone looking to create and manage their estate plan. It was a convenient, user-friendly and secure way for me to take care of my family's future. I would recommend it to any professional that is interested getting support with the generation and management of Estate Planning documents.
Vetted Review
1 year of experience