Security

Partnering with leading cloud solution provider we employ state of the art encryption, monitoring and authenticating to safeguard client documents and data.

RETAIN
RETAIN

Want to find a way to retain your client for future updates and other services? Look to the Project to help you achieve this objective.

ATTRACT
ATTRACT

With ever increasing pressure from online providers and new competitors you need more than a cheap price or good documents to attract new business. Project is your answer. It is what you need to distinguish yourself from your competitor.

SERVICE
SERVICE

Support Clients and Fiduciaries easily with improved communication methods

PROFIT
PROFIT

Create an additional income stream while improving contact with Clients, Family and Fiduciaries

Licensing Plans

Multiple per-user licensing plans make this an affordable solution for staying in control of estate plans once documents are executed.

HELP YOUR CLIENTS:

PROTECT ASSETS, AVOID INSTITUTIONAL CARE, NOT BECOME A BURDEN ON OTHERS

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