Advisor collaboration
Estate planning touches financial advisors, CPAs, and attorneys.
Give collaborators limited, purposeful access instead of forcing the customer to copy data between professionals. This also creates the B2B2C channel from the business plan.
Back to asset mapInvite collaborator
Scope access before sending the invite.
Asset checklistTax summaryBeneficiary designationsSigning status
Priya Shah, CFP
Asset checklist onlyConfirm retirement beneficiaries and TOD availability.
North Bay CPA Group
Tax summaryReview liquidity and projected estate tax exposure.
Morgan Lee, Esq.
Full packetApprove clauses and signing instructions.