Partnering with leading cloud solution provider we employ state of the art encryption, monitoring and authenticating to safeguard client documents and data.
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.
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.
Support Clients and Fiduciaries easily with improved communication methods
Create an additional income stream while improving contact with Clients, Family and Fiduciaries
Multiple per-user licensing plans make this an affordable solution for staying in control of estate plans once documents are executed.