Estate Manager logo

Estate Manager

By Software By Matrix Free to try

Developer's Description

Attorneys, CPA's and other Wealth Management Professionals are always looking for additional solutions to increase market share and retain clients. Estate Manager Professional is a tool that allows you to add new services to you current estate planning offerings. Estate Manager Professional is an estate asset tracking tool that allows you enter a clients assets that are not included in a will. Using an interview process that includes more that three hundred questions covering all aspects of estate assets you provide the ultimate in client protection. There are any number of important assets a client possesses that are not included in a will such as safe deposit boxes, storage units, remote property such as boats, aircraft and more. If you have ever lost someone close you know that the day after the funeral you stand in the living room and ask now what. Where are the insurance policies? Dad always talked about getting a boat, where would it be? I know they had a safe deposit box, what bank? What box number? Where would the key be? What is the name of the broker that has his stocks? The list goes on and on. In the interview process we go over all aspects of estate assets and bring to mind things that most people never consider when planning their estate. Truly this is "Planning beyond the will". In addition to your will development and estate planning options, Estate Manager Professional provides you a new solution to attract and maintain more clients. The interview process is a simple list of questions grouped by asset category. Once the questions are answered the program generates a fill in the blanks database for each question affirmatively answered. For example the client answers yes to having a whole life insurance policy. When the data framework is generated there is a base record for the life insurance policy. Enter that record and fill in the policy information and that's it. The process is the same for all questions and categories.

Full Specifications

What's new in version 14.10.472

Minor fixes, New help links.

General

Release May 7, 2014
Date Added May 7, 2014
Version 14.10.472

Operating Systems

Operating Systems Windows 2003, Windows Vista, Windows, Windows NT, Windows 2000, Windows 8, Windows Server 2008, Windows 7
Additional Requirements None

Popularity

Total Downloads 40
Downloads Last Week 0
Report Software

Related Software

Workshare Professional

Free to try
Workshare Professional
Dean's Law Dictionary logo

Dean's Law Dictionary

Free to try
Dean's Law Dictionary
Everyone's Legal Forms Professional logo

Everyone's Legal Forms Professional

Free
Everyone's Legal Forms Professional
DTSMS (Random Drug Testing Software) logo

DTSMS (Random Drug Testing Software)

Free to try
DTSMS (Random Drug Testing Software)
Promo image for CNET Shopping

Get the best price on everything

Shop your favorite products and we’ll find the best deal with a single click. Designed to make shopping easier.