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AssessBEST: Introducing EPcloud
July 13, 2018 @ 12:00 PM - 1:00 PM
Join Us July 6th and learn about our Exclusive Pricing for AssessBEST GIG Planners
EPcloud was built by a team of lawyers and uses a unique Q&A that provides the required information to build a basic will or trust. EPcloud’s platform allows EPcloud attorneys, licensed in your state, to review and draft your client’s documents in live time, using legal analytics and advanced automation. If the answers deviate from a basic application, the attorneys will help customize the necessary documents.
Kim O’Brien and the team from EP Cloud will show you how to:
● Build legal legacy transfer documents for your clients
● Generate leads and referrals
● Expand your business with needed and affordable estate planning services
It’s like TURBOTrusts&Wills