TruePlan enables estate
planning professionals to capture plan details and contact information,
manage document creation from draft through execution, receive
ongoing activity reminders and notifications, and search client
plans to ensure currency and completeness.
FEATURES
- Capture all client and plan related contact information
- Track plan document review and execution status
- Paperless storage of estate plan instrument details
- Automatically generate Crummey notices & client letters
- Maintain searchable plan provision list to enable easy notification and update when tax or
regulatory changes occur
- Set up recurring tasks and receive automatic
reminders and alerts
- Tracks client gifts for 709 preparation
- Customizable search of client, estate and plan data
BENEFITS
- Limit or eliminate liability risk associated with outdated plan documents
- Actively manage estate plans and client communications to drive revenue and preserve client wealth
- Improve team productivity and reduce downtime in the event of turnover
- Easily maintain plan document currency when tax laws change
- Enable targeted marketing to clients based on estate plan characteristics and net worth
- Reduce or eliminate the risk of lost or stolen data
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