Estate Planning Attorneys, Strad Pro gives you direct insight into your client’s entire financial situation while enabling you to collaborate more effectively with the other professionals on their team.
We all know the challenges that come with not having on demand insight into a client’s current financial circumstances: Incomplete asset valuation: Missing out on crucial assets in the estate plan can lead to disputes, tax complications, and legal issues. Or inaccurate Tax Planning: Without full access into a current financial picture, you may overlook tax-saving opportunities, leading to a higher tax burden for your client’s estate and its beneficiaries.
And do not overlook the importance of a working relationship and open communication with your client’s outside financial advisor or tax accountant. Misalignment of financial strategies combined with a lack of current financial information can lead to inefficiencies, missed opportunities, and potential financial losses.
There is a solution. Enter Strad Pro!
Strad Pro is a comprehensive, cloud-based productivity and collaboration solution designed for estate planning attorneys.
With Strad Pro, you can:
Have a complete overview of every corner of your client’s financial circumstance including personal assets, business assets, and obligations, ensuring nothing is missed in the estate plan. The ability to develop workflows, assign tasks, and communicate with staff, your client, and your client’s other financial professionals, ensuring complete alignment of financial strategies. Marketing collateral and drip marketing tools to help you differentiate from competition and show clients how you conduct your business.
Let Strad Pro empower your estate planning firm to provide the best estate planning services for your clients. Interested in learning more? Sign up for a free trial or schedule a call to learn more.
