Protecting Estate Planning Information & Documents

The following is a description of a potentially valuable service provided by Estate++.   This description was supplied through the courtesy ofJames Bell, Vaulting Systems International.

Maintaining secure personal and financial information through natural disaster, theft — even death and incapacity – is an on-going challenge for many individuals. If estate documents can not be found when needed then it is as if these documents never existed. But a new Internet-based system is now available to legal and financial advisors who realize the importance of planning for the next generation and securing their clients’ future.

Estate++ (www.estateplusplus.com) was developed in response to the need for quick and reliable access to information for estate settlement and emergency purposes. It is a subscription service that advisors resell to their clients. Basic functionality includes a comprehensive set of data entry screens to record important information, organization of entered information into a single PDF file, a personal vault that contains important files which are uploaded and downloaded as needed, and sharing of important information with trusted parties.

Estate++ (www.estateplusplus.com) is a comprehensive, cost-effective marketing and client retention tool. By helping your clients take a proactive approach you help them to avoid the unnecessary pain and anguish that comes from not being prepared. This personal touch conveys a powerful message, effectively saying “We care about your future”. This service can also be offered to your client’s heirs, beneficiaries, family members, and friends. The referral aspect is priceless because it encompasses the entire family.

Those of you wanting to build a better practice and become client-focused should be very interested in something like this.