Protect your clients and their legacy.
Meet our simple, secure, and fast, estate management solutions; ThePortal and ReadyWhen.
A central digital location for end-to-end file organization, client communications, and encryption.
- End-to-end security encryption
- Share intake forms; wills, purchase, sale, refinance, and family transfer
- Send documentation back and forth between you and your client in real-time
- Add staff to your personal business Portal
- Add yourself or staff to your client’s team
A digital legacy management solution that guides your clients to proactively build, manage, and share their estate plans.
- Track what your clients have added and what critical documentation/information is missing to drive value-sell revenue
- If activated through ThePortal, your clients get access to ReadyWhen Pro*
- Your clients can build their Team, adding executors, loved ones, and other professionals
- Guided journeys to help clients add the right information to their estate plan and become proactive planners
- Clients can create forever memories (videos and notes) that will be sent out only when the inevitable happens
- All information is protected by our military-grade security
*One year access to ReadyWhen Pro
Start using ThePortal
and ReadyWhen today!
If you have any questions or want to learn more, book a time with us.