We coordinate the whole process, from start to finish.
A patented Workflow Platform integrating workflow from all Estate
Planning stakeholders.
Estate planning gives you the ability to link other services to your core business.
Provide additional services to your clients, more often, leading to additional revenue for your business.
Subscribe to the LGen Workflow Platform to access Estate Planning services for your clients. Contact us to learn more.
LGen Trusted Advisor (pdf)
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