Coming Soon
Review every plan with an expert in the room.
Concierge brings a certified paralegal, attorney, or certified estate planner into the meeting with you and your client to go through the estate plan together.
- Your client
- You, the advisor
- A certified expert
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We’ll email you when Concierge launches.
How it works
Every plan, reviewed together
Estate plans are easier to finish when every question gets answered in the same meeting.
A line-by-line walkthrough
A certified expert goes through each document with your client, so nothing is left unclear.
Questions answered in the room
Your client gets answers on the spot instead of a list of follow-ups.
You lead. We facilitate.
You stay at the center of the client relationship. The expert supports the conversation.
Bring an expert to your next plan review.
Join the Waitlist