Holistiplan Estate Planning

Keep plans aligned with clients’ goals, no matter how life changes.

Meet client needs & avoid the void.

Clients often leave their estate plans on dusty shelves to neglect until tragedy or tumult arrives. Since change is the only constant in life, you need software and a team that continues the estate conversation so clients’ wishes remain intact and their plans align with their goals. We give you more than a snapshot. With Holistiplan Estate you have a panoramic time-lapse view of your clients’ estates and the financial currents that await.

Evolve and scale your estate planning services.

Streamline your process, spot misalignments faster, and stay in sync with your client’s vision using our all-in-one estate planning suite.

Estate Report

Insights on wills, living trusts, beneficiaries, powers of attorney, advanced medical directives and other non-probate directives.

Asset Diagram

Visualize asset distribution by illustrating and adjusting an interactive flowchart showcasing the cascading effects of updated asset values on real estate, banks accounts, IRAs and other investments, under real life event scenarios.

Beneficiary Review

Ensure beneficiaries are up-to-date with a summary review and last-reviewed date markers for all transfer-on-death assets.

Insights on wills, living trusts, beneficiaries, powers of attorney, advanced medical directives and other non-probate directives.

Visualize asset distribution by illustrating and adjusting an interactive flowchart showcasing the cascading effects of updated asset values on real estate, banks accounts, IRAs and other investments, under real life event scenarios.

Ensure beneficiaries are up-to-date with a summary review and last-reviewed date markers for all transfer-on-death assets.

Redefine client trust.

Try Holistiplan free for seven days or connect with a member of our team to catch a quick demo.