From Transactional to Transformational: How Estate Planners Can Build Recurring Revenue with SmartHeritance
Most estate planners rely on one-time clients. Learn how offering ongoing estate updates, digital asset tracking & SmartHeritance can create recurring revenue.
Overcoming Inheritance Hurdles with SmartHeritance
Take control of your asset management and simplify inheritance for your loved ones
Did You Know That Only 32% of U.S. Households Have a Will or Trust Set Up?
Secure your legacy: Only 32% of U.S. households have a will. Discover why estate planning matters.
Avoiding Inheritance Pitfalls: Why Trusts and Wills May Not Be Enough
Discover why trusts and wills alone may not guarantee a smooth inheritance—and how to avoid pitfalls.
Why Families Struggle with Inheritance?
Don’t let inheritance challenges burden your family—discover essential steps for smooth estate planning.
Essential Steps for Your Family to Manage Your Estate After You Pass
Ease the burden: Essential steps for families managing a loved one’s estate after they pass away.