EstateGen was created to assist attorneys in helping their clients understand the Estate Planning process. Making sure that your clients’ needs and wishes are fulfilled is therefore of the utmost importance. Conveying complex estate planning and tax concepts to clients is a daunting task for anyone. EstateGen helps lawyers explain what they have done and why, and allows clients to visualize their estate plans in motion, from start to finish.
Clients can have remote access to each scenario so they can review their estate plan on their own time. This allows them to fully grasp their plan after they’ve left your office while also sharing the plan with family members so everyone is informed about the client’s wishes.