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We encourage you to compare us to the competition.
See for yourself why we have the best service at any price!
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Solidify your client relationships
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Partners of Estate++ extend one of the most valued benefits to their clients, peace of mind, by helping them to manage the unexpected with confidence.
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Estate++ is a great benefit, a valuable marketing tool, and the right thing to offer your clients.
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In addition to maximizing your client relationships, offering this service also conveys a powerful message, effectively saying... “We care about your future.”
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Estate++ is a unique service that sets you apart in a competitive marketplace. It helps you generate top-of-the-mind customer awareness through continuous contact with your clients. Referrals can be generated through contact with the entire family circle.
Turnkey Reseller Package
No Administration...All you have to do is market Estate++ to your clients. We do the rest!
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We create and distribute subscription keys to your clients, on behalf of your organization. Each subscription key gives your client the same functionality as an individual subscription.
- We send quarterly email reminders to your clients, on behalf of your organization, reminding them to update personal information and confirm that their estate documents have not been changed or revoked.
- We can upload documents to any client estate. Just send us the documents and we will upload them for you. We have no access to any information entered by your clients.
- If you choose, you can also upload documents yourself. One login ID is created for you that can upload documents to any client estate. Additional login IDs can be created upon request. These login IDs have no access to any information entered by your clients.
- Your clients have fax upload capability of documents. Your clients fax documents directly to our toll-free fax line. These documents are converted to PDF and uploaded to the associated estate.
- Full support for you and your clients through phone (8:00am-5:00pm EST) and e-mail.
Starter Pricing Option -- Perfect for law firms and financial planners!
$25.00 per month plus $2.00 per month per client estate
Enterprise Pricing Option -- Perfect for employee benefits and award programs!
$1,000.00 per month plus $1.00 per month per client estate
Institutional Reseller Package
All of the features of the Turnkey Reseller Package plus branding...
Special customization for financial institutions includes:
- Hosting on a dedicated server exclusive to your institution.
- Server URLs tailored to your corporate brand.
- Replacing all banners and logos with your corporate brand.
- Modification of website color schemes to match your corporate brand.
Call for pricing options
Source Code Option
Total customization at your fingertips...
Special customization for financial institutions includes:
- Host anywhere.
- No monthly fees.
- Licensed per institution.
- Install on multiple servers as needed.
- Uses Microsoft .Net C# and SQL Server 2005.
Call for pricing options
Call 1.800.251.6830 for details...
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