Holistiplan Estate Planning
Keep plans aligned with clients’ goals, no matter how life changes.
Keep plans aligned with clients’ goals, no matter how life changes.
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.
Streamline your process, spot misalignments faster, and stay in sync with your client’s vision using our all-in-one estate planning suite.
Try Holistiplan free for seven days or connect with a member of our team to catch a quick demo.