News By Tag
* Trusted Advisor
* Financial Planner
* Investment Advisor
* Estate Attorney
* Estate Planning
* Estate Administration
* More Tags...
EstateManagerWEB Fills Critical Need for ‘Trusted Advisors’
EstateManagerWEB is a starter version of the company’s flagship product - EstateManagerPRO. This proprietary, private label platform delivers personalized estate administration, education and resources for the clients of ‘Trusted Advisors’.
“I have a very unique business model. The majority of my business comes from word of mouth. EstateManagerWEB has provided me with the perfect tool when potential clients or advisors ask; ‘tell me about yourself and your business’. Not only does it showcase my four areas of specialty, but it provides the most comprehensive estate management system I have ever seen. My clients love it”, said Clare Price, President, Family Wealth Consultants.
“My clients are asking ‘can I share this with my friends’, ‘how much does this cost’? They are astounded that I am providing this to them at no cost. This site provides my clients with tremendous value and is perfectly branded with my logo and colors. The education, resources and information provided by EstateManagerWEB gives my company additional credibility and differentiation. It seemed like the entire website was up and running overnight. This is exactly the type of web presence I was looking for!” continued Price.
For more information and/or a free demonstration of EstateManagerWEB and EstateManagerPRO products; call (720) 524-4307, www.estatemanagerpro.com
# # #
MyEstateManager, LLC, was founded in 2009 to offer peace of mind during one of life's most traumatic transitions omxsg – managing an estate when someone dies. The company’s flagship product, EstateManagerPRO, is a proprietary, private label platform delivering personalized estate administration, education and resources for the clients of ‘Trusted Advisors’ including financial planners, financial advisors, estate planners and estate attorneys. EstateManagerPRO provides a comprehensive roadmap to better navigate the complexities of estate administration including extensive planning tools, checklists, timelines and featured trusted service professionals. Adding to the depth of the EstateManagerPRO service offering are two critical features: the ‘EstateDigitalLockBox’