Join us for a special webinar hosted by Element Technologies, LLC, in collaboration with Legacy Logix, to explore innovative solutions designed to enhance your estate planning services.
During this webinar, we will discuss: • How Legacy Logix's Estate Portfolio Management service can automate the upkeep of estate plans, ensuring they remain accurate and up to date. • The advantages of a centralized portal for organizing all estate documents and assets. • Use of private AI to analyze content, monitor estate milestones, changes, and missing information, and send timely notifications to keep plans aligned with clients' evolving needs. • Insights on how to provide exceptional value to your clients by simplifying estate management for them. • How it gives your firm a recurring revenue stream that is not dependent on billable hours. • How the service can transition into a settlement platform for successors.
Date: September 12, 2024 Time: 1:00 pm EST Topic: Efficient Estate Management with Legacy Logix Registration Link: https://lnkd.in/ed-4aqe6
