Estate Guru Professional is a tech-enabled solution to estate planning. Managing the complexities of clients’ portfolios can require a solid estate plan. But building a customized estate plan unique to the circumstances and assets of the client can be hard to navigate, especially when you have to bring all the other plan participants into the picture. With Estate Guru Professional, you get a single place where you can automate the estate planning collaboration and documents that need to take place between you and all the relevant parties – all while maintaining compliance and adherence to industry standards.
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