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Estate++ is a valuable marketing tool 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.
Exclusive discounts for NAEPC Members
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.
- 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!
$20.00 per month plus $2.00 per month per client estate
Monthly maintenance fee is discounted 20% over our regular corporate partner rate
Monthly client estate fee is discounted 40% over our individual subscription rate
Enterprise Pricing Option -- Perfect for employee benefits and award programs!
$800.00 per month plus $1.00 per month per client estate
Monthly maintenance fee is discounted 20% over our regular corporate partner rate
Monthly client estate fee is discounted 70% over our individual subscription rate
All you have to do is market Estate++ to your client base and collect fees
Sign Up Now...
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