Improve your estate planning services and create end-of-life checklists for your clients.
Provide additional resources for your clients and expand your services to end-of-life care management for the families.
Keep your ongoing tasks organized and family communication clear.
Provide employees with more supportive bereavement tools.
Keep your family and care team communication clear and organized.
Manage multiple clients in one space and guide clients through end-of-life and post-loss with ease.