In wealth management services today Estate Planning and creating comprehensive Estate Plans has been an afterthought. Everyone knows they should offer an Estate Plan as this is tied to a family's assets and should be put together by a professional but all too often it falls in the too hard basket. As a result less than 2% of families have a comprehensive Estate Plan and less than 30% have a Will.
Now is the time for change. Your clients' wealth, you have assisted in building and protecting, requires a comprehensive Estate Plan for the long term. LGen has developed a suite of services to partner with you in offering Estate Planning.
If you answer yes to any of the following questions you need to call us today!
LGen makes it possible to get professional Estate Planning done affordably. If you have questions about the LGen Platform and or Estate Planning we would be glad to help.
LGen has developed a unique way of profiling your client’s risk, needs and objectives which branch out into all our core service offerings. Your client’s family or business assets will be protected in more ways than before.
The LGEN WAY for creating Estate Plans ensures your client’s family is fully protected for the long-term creating a legacy that will be passed on and appreciated for future generations.
LGen makes it possible to get professional Estate Plans done affordably. LGen brings together technology and expertise in Estate Planning to enable professional advisors to provide Estate Planning services affordably to their clients.
The LGen Platform places the experienced professional expert in your own back office. This gives all Corporate clients the ability to diversify their own core service offerings by blending it in with LGen's Estate Planning Platform.
The LGen platform is the engine which integrates all the services required to deliver a wealth preservation plan in an efficient and cost effective manner.
The platform is designed:
Given the scale of our workflow integration with affiliate partners and the LGen professional network you will have:
LGen has developed an estate planning and business advisory workflow platform. You can now offer comprehensive Estate Plans the LGEN WAY.
Benefits for the Corporate partner: