For Advisors, Estate Attorneys and CPAs Equip Your Clients with the Tools They Need to Get Organized As a financial advisor, estate attorney, or CPA, you know that client preparedness makes your job easier — and protects the people you serve. The ElliPlanner™ is the all-in-one life & estate organizer designed to help your clients document everything that matters: assets, accounts, insurance, healthcare directives, and more. Introduce the 10-Pack and Save 25% Order a 10-pack of ElliPlanner™ organizers and give every client a head start on getting organized — at a price that makes sense for your practice. Option Price Per Unit Savings Single ElliPlanner™ $39.99 $39.99 — 10-Pack (Professional) $299 $29.99 25% off Co-Branded Option Available Want to make a lasting impression? We offer a co-branded ElliPlanner™ featuring your firm's name and logo on the cover. It's a thoughtful, high-value gift that keeps your brand top of mind every time a client opens it. Co-branding is available on orders of 10 or more. Contact us to discuss your co-branding options. Why Professionals Choose ElliPlanner™ Saves time in client meetings — clients arrive with their information organized and accessible Reduces back-and-forth — fewer follow-up calls chasing down account numbers and beneficiary details Strengthens client relationships — a practical gift that demonstrates you care about their long-term wellbeing Supports estate planning conversations — a natural companion to wills, trusts, and advance directives What's Inside ElliPlanner™ Each organizer includes dedicated sections for: Personal & family information Financial accounts & investments Insurance policies Real estate & property Healthcare & medical directives Digital accounts & passwords Final wishes & funeral planning
