About Inheritance Advances for Financial Advisors
By Lucas Whelan, CFA, CFPC As any financial advisor who has helped a client with the probate process can attest, lengthy legal processes can create...
Helping people navigate the estate process through secure online services.
Estate Management
Our secure, cloud-based services directly benefit wealth advisors, funeral professionals, estate planners, and attorneys by streamlining estate planning operations and customer communications. Our suite of products contribute to your success in building long term relationships.
The Estate Registry Suite of Services
Digital Estate Planning Platform
LegacyNOW provides digital estate planning especially created for wealth advisors, funeral professionals, estate planners, and attorneys. LegacyNOW is the tool that provides estate and trust practices with an enterprise-grade solution to plan, maintain and support their customers.
Key Benefits
- Reduces customer stress by organizing estate matters in a digital vault
- Enables sharing with other service providers and family members
- Allows the Executor to access the most up-to-date financial information of the deceased
Easier Digital Notifications to Creditors by Executors
NotifyNOW brings modern simplicity to the antiquated process of creditor notification by reporting the passing of an individual to their creditors, subscription services, and loyalty clubs. Our secure online platform allows notifiers to upload a single death certificate for multiple notifications to various parties.
Key Benefits
- Eliminates multiple creditor contacts
- Reduces cost of multiple death certificates
- Lowers stress during time of grieving
- Private and secure
- Reduces risk and fraud
Giving People Inheritance Money Fast with Inheritance Advances
InheritNOW helps people move through the grief of losing a loved one, reducing the added stress of worrying about finances, by providing fast and easy inheritance advances. An inheritance advance puts inheritance funds into the hands of beneficiaries almost immediately, eliminating the need to wait for the probate process to complete.
Key Benefits
- Fast - Customers receive their inheritance funds in as little as 24 hours
- Flexible - We tell applicants how much we can advance, and they choose how much they would like to receive depending on their needs
- No hidden fees - The terms of the advance are simple and agreed on ahead of time
How Our Partners Benefit
Add Value
Each Estate Registry service provides you more ways to be a valuable resource for your customers.
New Revenue
Our services provide you a new revenue source at little to no cost.
Enhance Your Brand
You can provided our services through a secure, co-branded web portal, enhancing your brand.
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