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Description

In under 20 minutes, you can efficiently write or revise your legal will without any cost. Additionally, consider using an advance healthcare directive or living will to outline your medical preferences and designate someone to make decisions if you cannot. To ensure your financial obligations are managed, appoint an individual who can handle your financial matters on your behalf in case of incapacity. It’s essential to document and allocate assets that may not be included in your will, such as 401(k)s, IRAs, and life insurance policies. Establishing a revocable living trust can serve many of the same purposes as a last will and testament, and it can also help bypass the lengthy probate process in California. Although drafting your own will may seem intimidating, we collaborated with leading legal professionals to develop an interactive online will maker. By simply entering your information, you can produce a last will and testament tailored to your specific desires, making the process easier and more accessible. This way, you can ensure that your wishes are clearly expressed and legally binding.

Description

Savvy merges innovative technology with extensive financial knowledge to provide you with enhanced freedom and reassurance. We are developing tech-centric wealth management solutions that offer a comprehensive perspective on your entire financial situation. Our skilled investment team performs ongoing portfolio assessments to support your advisory team in achieving your financial objectives. By simplifying everything from the onboarding experience to performance analytics, our technology ensures your advisor can dedicate more quality time to you. Savvy is composed of outstanding and experienced financial advisors located throughout the United States. Optimize every facet of your financial journey with client services designed for a more cohesive and efficient experience. In addition to retirement and estate planning, Savvy provides a diverse array of financial services such as tax strategy, alternative investments, direct indexing, and net worth monitoring, all while allowing you to access your accounts with unified advice and reporting. Our commitment is to empower you with the tools and resources necessary for informed financial decision-making.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Samplead

Integrations

Samplead

Pricing Details

Free
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FreeWill

Country

United States

Website

www.freewill.com

Vendor Details

Company Name

Savvy

Country

United States

Website

www.savvywealth.com

Product Features

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Alternatives

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