Creating an effective wealth transfer plan ensures that a client’s legal, financial, tax, and emotional issues are balanced. Onist, a new financial management platform, is giving estate planners a consolidated view of their clients’ financial life, including an inventory of estate assets and values as well as ownership pertaining to those assets. Onist helps identify and track all beneficiaries, while allowing easy access and management to important legal, tax, and financial documents, saving time and promoting seamless interactions with clients.
