ElliPlanner Cloud Subscription for Professionals – 10 Client Licenses

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ElliPlanner™ is a digital cloud subscription for advisors, estate attorneys, and CPAs. This professional package includes 10 client licenses that you can distribute to current clie nts or future prospects to support life and estate planning conversations.Clients can use the online organizer to document assets, accounts, insurance, healthcare directives, digital access, and final wishes in one place. Dedicated sections cover personal and family details, financial accounts, insurance policies, real estate, healthcare directives, digital accounts, and funeral planning. Show more