Your clients' estate planning just got a whole lot more powerful.
Asset planning
Clients can list their assets in one place and see how each one fits into their plan, so nothing gets left out of the Trust.
Quitclaim deeds
Quitclaim Deeds are now available to transfer real estate into a Living Trust. The first is free with every Trust package.
Client experience
A cleaner, faster client app that guides clients from first login to signed docs, with clear next steps at every stage.