Alternatives to Eternal Pro

NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.

eState Planner is a cloud-based software designed for legal experts and advisors, aiming to enhance the efficiency of estate planning, client intake, and document creation processes. This platform allows for the secure collection of clients' personal and financial information through engaging questionnaires, enabling users to effortlessly generate estate plans by simply dragging and dropping assets or utilizing one-click scenario options. It features real-time legal notifications that minimize frequent errors in will planning, while providing immediate insights through dynamic tax and probate calculations. Moreover, eState Planner creates customizable legal documents such as wills and powers of attorney, allowing users to incorporate peer-reviewed precedents or their own unique clauses and branding. The software also offers visual summaries and narratives to assist clients in understanding their estate-planning results, promotes collaboration by allowing multiple contributors per client file, and supports remote access with encrypted data storage for added security. Additionally, this innovative tool is designed to adapt to the evolving needs of the estate planning industry, ensuring that legal professionals can deliver optimal service to their clients.

8am DocketWise integrates multilingual questionnaires, a powerful case management system, and the first customer relationship management (CRM) tool tailored specifically for immigration attorneys. This innovative platform reimagines the client intake process entirely, offering a sleek and collaborative interface that not only saves you valuable time but also enhances your clients' experience. Tailored for practitioners in family, humanitarian, or business immigration law, our extensive library of forms is designed to meet your needs. You can effortlessly combine multiple immigration forms into one cohesive intake questionnaire for your clients to fill out. Once completed, you have the option to review and download the entire set or individual forms as needed. Additionally, you can translate these questionnaires into various languages including Spanish, French, Portuguese, Russian, Arabic, Hindi, Chinese, and more. This flexibility allows you to send questionnaires via email or text message, enabling clients to complete them conveniently on their phones or computers. Furthermore, you can monitor the progress of each invitation, tracking its status from "Sent" to "Submitted for review," ensuring a streamlined workflow throughout the process. This comprehensive tool is designed to enhance efficiency and client satisfaction in immigration law practices.

Wealth.com serves as a contemporary estate-planning platform led by advisors, catering to a diverse clientele and providing a comprehensive workflow that encompasses everything from grasping a client's estate to its ongoing optimization and management. Among its standout features is Ester AI, which efficiently extracts and visualizes information from complicated estate-planning documents, allowing advisors to produce concise, client-friendly summaries and visual aids; a Report Builder that crafts visual reports to enhance planning decisions; a Scenario Builder that empowers advisors to simulate, compare, and refine planning strategies, including tax implications and generational transfers; and tools for Document Creation that swiftly produce high-quality, attorney-level legal documents and diagrams. Furthermore, the platform boasts additional functionalities like interactive flowcharts, secure document storage, family-tree visualization, action-item monitoring, and seamless integration with over 20 financial and CRM platforms, including well-known names like Salesforce, eMoney, and Orion. In today's fast-paced financial landscape, Wealth.com stands out by offering innovative solutions that facilitate better communication between advisors and clients while streamlining the estate-planning process.

GoodTrust provides a comprehensive estate-planning solution that allows individuals to create their own complete estate plans, which encompass wills, trusts, powers of attorney, healthcare directives, funeral directives, and directives for pets, all through an easy-to-follow, fill-in-the-blank format. This platform is designed to ensure that estate plans are legally recognized in all 50 states and permits each family member to establish their own plan without incurring extra charges. A standout aspect of GoodTrust is its Digital Vault feature, which securely houses estate planning documents, online account information, and legacy instructions, ensuring users maintain full authority over who can access and share these details. The user-friendly system simplifies the process: individuals simply respond to straightforward questions regarding their personal and familial information, generate their documents, have them signed by two witnesses, and then upload the signed paperwork into their Digital Vault. GoodTrust highlights that users can complete their estate planning in as little as 20 minutes, while also offering the flexibility to make adjustments or updates to their plans whenever needed, making the service not only efficient but also highly adaptable. This ensures that individuals can keep their estate plans relevant as their lives evolve over time.

Quicken WillMaker & Trust is a thorough do-it-yourself estate planning software that empowers both individuals and families to draft legally enforceable wills, living trusts (either individually or jointly), durable powers of attorney, health care directives, transfer-on-death deeds, letters for final arrangements, and guides for caregivers or survivors. The program employs an easy-to-follow interview format that integrates legal advice, ensuring that the generated documents comply with the laws applicable in your state. Users can opt for either a desktop application or an online platform, with the flexibility to modify their plans whenever necessary. Additionally, it includes a comprehensive legal manual along with documents that have been reviewed by attorneys specific to each state, providing users with both clarity and peace of mind. Covering over 35 critical estate planning forms, such as promissory notes, authority delegations, and personal finance documents, it also aids in avoiding the probate process, making estate administration simpler and more efficient. This software is designed to cater to a wide range of estate planning needs, ensuring that users feel supported in their decision-making throughout the process.

Arken Legal Software offers a cloud-based estate planning solution aimed at modernizing the process of drafting essential legal documents such as wills, trusts, and powers of attorney. The platform employs a user-friendly questionnaire to gather client information, instantly producing well-organized, branded documents accompanied by comprehensive commentary for better understanding; error prevention features and dual-screen live drafting enable users to make adjustments on the fly. Their diverse product line includes various legal instruments ranging from straightforward wills to more intricate arrangements like Lasting Powers of Attorney and severance of joint tenancy, all created swiftly with limited manual input. By centralizing client data and maintaining strict adherence to branding and precedent guidelines, it also incorporates an "Intestacy Lead Generator" that informs clients about the implications of dying intestate, effectively aiding in business expansion. This innovative approach not only simplifies the workflow for legal professionals but also enhances client engagement and understanding during the estate planning process.

Luminary is a specialized, cloud-centric platform tailored for wealth advisors, family offices, and estate-planning experts, enabling the conversion of traditional trust and estate documents into interactive digital records, compelling visualizations, and actionable insights, all enhanced by AI technology. By utilizing Luminary, users can seamlessly upload both legacy and modern planning documents and receive immediate, concise summaries along with extracted data, which can reduce review time by as much as 80%. The platform empowers users to create dynamic estate-flow diagrams and “waterfalls” that automatically refresh with updated asset valuations, providing clients with a clear understanding of distribution timelines and beneficiaries. In addition, it facilitates the modeling of complex strategies like GRATs, SLATs, and CLTs in a unified space, allowing for side-by-side comparison of options while enabling the rapid production of polished presentation materials that align with brand aesthetics in mere minutes instead of days. This transformative approach to estate planning not only enhances efficiency but also elevates client engagement through modern technological integration.

Trust & Will is a digital estate-planning service that allows individuals and families to easily create legally valid documents such as wills, trusts, guardianships, and powers of attorney through a user-friendly, guided process. By responding to simple questions regarding their assets, family dynamics, and personal preferences, users can quickly generate customized legal documents within minutes. The platform also offers features for securely storing documents online, sharing them with chosen individuals and attorneys, and making updates as personal situations evolve. Emphasizing ease of access, Trust & Will empowers users to handle their end-of-life arrangements without the high costs or complexities associated with traditional legal services. Although designed for self-service, our dedicated customer support team is always ready to assist you throughout the entire process, ensuring you feel confident and informed. Ultimately, Trust & Will aims to simplify estate planning, making it more approachable and manageable for everyone.

Vanilla is an all-encompassing, AI-driven platform for estate planning that caters to financial advisors, estate planners, and legal professionals. It enhances the entire advisory process, starting from efficient client intake with the Estate Health Check, continuing through collaborative onboarding and document abstraction, and culminating in the creation, visualization, and modeling of dynamic estate plans. The platform offers the ability to generate legal documents on demand—such as wills, trusts, powers of attorney, and healthcare directives—either through a user-friendly questionnaire or with the assistance of an attorney. Additionally, it extracts vital information from uploaded documents and produces interactive visuals, including estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall charts. Users benefit from advanced scenario planning features, which include ILITs, SLATs, GRATs, and modeling for Generation-Skipping Transfer Tax, allowing them to evaluate different strategies over time and optimize their estate plans effectively. This comprehensive tool not only simplifies the planning process but also empowers users to make informed decisions regarding their clients' futures.

Fabric offers a complimentary online will creation tool that allows you to draft a digital last will and testament in as little as five minutes, walking you through important steps such as selecting a guardian, designating beneficiaries, and outlining your final wishes, all presented in a user-friendly format. After addressing a series of prompts, you will obtain a downloadable document that can be printed, signed, and witnessed to ensure its legal validity, with clear instructions provided by the platform. Tailored for young families, the service enables you to share your will with your spouse or guardian, include additional instructions, and ensure that both your assets and children are safeguarded at no cost. You maintain control over who can access the document and are free to revisit and make changes whenever necessary. While this tool effectively simplifies the estate-planning process and facilitates the completion of vital tasks efficiently, it is recommended that you consult with a legal professional if your situation involves intricate assets or specific state-related inquiries. This way, you can ensure that all aspects of your estate are comprehensively managed and legally sound.

Wealth Docx Complete is a versatile cloud-based software designed for attorneys to draft estate planning documents conveniently from any location and device. This innovative platform features interactive templates suitable for creating both simple and intricate wills and trusts, alongside an extensive range of solutions for charitable planning, asset protection, and retirement needs. Among its key offerings are personalized document drafting options, guided interviews for tailored documents, and scenario-specific design templates that accommodate various fact patterns. The software also ensures users benefit from automated updates that reflect the latest legal terminology and features, alongside state-specific documents that integrate preferred provisions or necessary statutory references. Additionally, it provides essential ancillary documents such as durable power of attorney, medical directive, HIPAA authorization, anatomical gift form, and affidavit. Moreover, it includes comprehensive charitable planning solutions, which cover testamentary charitable trusts and private foundations. Other supporting documents available through the software are pour-over wills, powers of attorney, and property agreements, making it a robust tool for estate planning professionals. This makes the software not only user-friendly but also a comprehensive resource for all estate planning needs.

Your clients often possess a multitude of online assets, ranging from financial accounts and social media profiles to emails, photographs, and various subscriptions, all of which are constantly evolving. Keeping track of these dynamic assets offline can prove to be both daunting and labor-intensive. TrustedHeir’s innovative cloud-based platform streamlines the process of digital estate planning, allowing your clients to efficiently manage and modify their digital legacy. This tool is specifically designed to automate the organization of digital assets, ensuring that login details remain current while also facilitating the execution of the digital estate after your client's demise. To get started with TrustedHeir, all you need to do is provide your client’s name, address, and email, and we’ll handle the rest. From the initial onboarding process to the creation of digital assets and the appointment of digital trustees, as well as the ongoing maintenance of your client’s account details, we ensure a comprehensive solution that meets all your needs. Our system not only simplifies the management process but also gives your clients peace of mind regarding their digital legacy.

Elayne simplifies the complexities of estate planning and estate settlement by offering a single platform for organizing documents, managing finances, and guiding families through critical decisions. Its powerful AI analyzes your accounts and uploaded documents to assess your estate readiness, highlight gaps, and recommend actions that strengthen your legacy. Families can securely connect, share information, and collaborate with a built-in network that keeps everyone aligned. For those navigating loss, Elayne generates a personalized roadmap that covers legal tasks, financial steps, and administrative responsibilities. A human concierge is available to provide compassionate support and answer questions every step of the way. Automated workflows uncover financial accounts, file claims, and streamline asset transfers to minimize delays. Security and privacy are core to the platform, with bank-level encryption, SOC II certification, HIPAA compliance, and MFA built in. Elayne helps families plan confidently and handle loss with structure, clarity, and care.

Lawgic is a specialized document-generation platform aimed at attorneys practicing in trusts & estates and family law, guiding users through an interactive question-and-answer process that results in the automatic creation of detailed, state-specific legal documents such as wills, trusts, premarital agreements, and marital settlement agreements. This innovative software employs patented “Intelligent Legal Technology” to customize provisions according to the choices made by attorneys, produce accessible summaries of wills or trusts, and significantly cut down on drafting time, usually saving between three to ten hours for each plan. Furthermore, it accommodates various U.S. states with dedicated modules and provides integrated training and ongoing support to help lawyers navigate the system effectively. Lawgic prides itself on merging expertly crafted content with efficient automation and high-caliber results, allowing attorneys to concentrate on offering strategic counsel rather than getting bogged down by repetitive document drafting. By streamlining the document creation process, Lawgic empowers legal professionals to enhance their productivity and focus on delivering exceptional service to their clients.

FP Alpha is an advanced planning platform powered by AI that allows financial advisors to enhance their comprehensive planning capabilities by simply uploading essential documents like tax returns, wills, trusts, and insurance policies. Once these documents are uploaded, the platform efficiently processes and extracts vital data, revealing actionable insights across various planning areas such as estate, tax, and insurance, while also quantifying the benefits of advice through visual reports and customizable deliverables. Covering over 16 different planning domains, it features modules like Estate Snapshot and Estate Planning Lab, which transform intricate legal documents into easy-to-understand summaries and flowcharts, model alternative strategies, and calculate potential savings. Additionally, the platform includes tools like Tax Snapshot and Tax Projector, which help users forecast federal and state tax outcomes over multiple years, evaluate different scenarios such as Roth conversions or charitable contributions, and seamlessly integrate these insights into current advisory practices. By streamlining the planning process, FP Alpha empowers financial advisors to deliver more informed and strategic advice to their clients.

The family oversees one or more active enterprises and typically maintains commercial real estate to bolster its business activities, while also holding passive stakes in related ventures, managing inter-company loans and guarantees, and acquiring valuable personal assets such as art and automobiles. Following the passing of the family's wealth creator, the legacy holdings are now under the stewardship of the second generation, whose members have utilized the family's resources to establish their own businesses and pursue personal investment interests. An extensive estate plan is in place to ensure benefits for the third generation and beyond, reflecting a commitment to long-term wealth preservation. The management of the family foundation now requires greater attention compared to the first generation. The family's wealth, which was amassed through a significant liquidity event, is strategically placed in various trusts benefiting children and grandchildren, while the family opts to invest its cash in a well-diversified portfolio that prioritizes both direct and alternative investment opportunities. As the family evolves, the focus on strategic growth and investment diversification continues to shape its financial landscape.

LegalShield is a membership-based platform that provides both individuals and businesses with access to a vast network of seasoned attorneys for a variety of legal needs, including consultations, document analysis, and representation without the burden of hourly fees. Members benefit from limitless legal counsel on both personal and business matters, as well as proactive communications such as letters and phone calls made on their behalf, comprehensive document assessments (including contracts, leases, and wills), and 24/7 emergency legal support for covered scenarios. Furthermore, if additional services beyond what is included in the plan are required, members enjoy discounted pricing. This system facilitates easier access to legal resources by connecting members with law firms that possess an average of 22 years of experience, ensures secure communication with attorneys through a mobile application or portal, and addresses a broad spectrum of legal situations, ranging from estate planning and tenant issues to small business concerns such as contract negotiation and debt recovery. In this way, LegalShield not only simplifies legal access but also empowers its members to navigate complex legal landscapes with confidence.

PortfolioPilot serves as an innovative financial advisory tool powered by artificial intelligence, specifically tailored for self-directed investors who seek thorough, impartial, and budget-friendly financial advice. This platform encompasses a variety of functionalities, including portfolio monitoring, investment recommendations, tax efficiency strategies, estate planning assistance, and modeling of various financial scenarios. Users have the ability to consolidate their overall net worth by integrating diverse assets like brokerage accounts, retirement plans, cryptocurrencies, and real estate, which ultimately presents a complete picture of their financial situation. The unique Recommendation Engine of PortfolioPilot provides customized investment suggestions by examining a vast array of data sources and economic models, with the objective of enhancing returns, minimizing risks, and ensuring a well-diversified investment portfolio. Additionally, PortfolioPilot offers ongoing tax optimization methods, such as tax-loss harvesting, aimed at boosting after-tax investment returns. The platform’s scenario modeling features enable users to explore various possible financial outcomes by simulating different investment approaches and market dynamics, further empowering them in their financial decision-making. With these comprehensive tools, investors are better equipped to navigate the complexities of the financial landscape.

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.

Holistiplan brings automation, intelligence, and scalability to financial and tax planning for advisors, CPAs, and wealth managers. Its powerful Optical Character Recognition (OCR) engine analyzes client tax returns within 45 seconds, identifying liabilities, opportunities, and projections with pinpoint precision. Users can run side-by-side scenario comparisons for strategies like Roth conversions, charitable deductions, and capital gains optimization. The platform extends beyond tax insights, offering modules for insurance planning and soon estate planning, ensuring advisors can address clients’ holistic financial needs. Built by experienced CFP® professionals, Holistiplan combines deep domain knowledge with cutting-edge technology to streamline workflows and enhance client trust. Advisors benefit from customizable tax reports, audit-ready documentation, and simplified client communication. As the industry’s #1-ranked tax planning software for multiple consecutive years, Holistiplan is recognized for its innovation and ease of use. By integrating advanced analytics with human expertise, it enables financial professionals to plan smarter, faster, and more effectively.

At Rocket Lawyer, we are committed to providing accessible and straightforward legal services for everyone. We believe that laws should serve to protect and empower individuals; however, many find themselves unable to access legal support due to prohibitively high costs and complicated processes. To address this issue, we have been making a difference since 2008, assisting over 25 million individuals and organizations in securing the legal resources they require at an affordable price. Our platform allows you to create legal documents for a variety of needs, guiding you through questions to tailor the document to your specifications. You can easily obtain swift responses from qualified lawyers for any legal inquiries or request a review of your document by an On Call attorney. By initiating your Premium Membership today, you can access reliable legal services that fit within your budget. You can also securely share documents with your attorney and safely sign and store contracts online, ensuring a smooth legal experience. Moreover, our incorporation specialists are available to discuss your options, providing you with the comprehensive support you need.

LEAP streamlines workflows and saves time. It also reduces clerical errors in the production of forms, motions and other case-related documents. LEAP's integrated platform allows for real-time updates across all business areas. Reduce overhead and simplify IT for legal offices. Reduce administrative time and human clerical errors. You can instantly create legal documents and enjoy the benefits of a mobile office. You can work from anywhere and at any time. You can work from anywhere, with or without an Internet connection. Increase productivity by having everything you need for your business in one place. Securely work online with clients and colleagues to collaborate on documents and case files. You can automatically record the time spent on client calls, access documents, clients, and cases with one sign-on to all devices. LEAP allows you to create, store, organize, track, track, and share legal documents. This will allow you to be a paperless law office.

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.

Easysoft Legal Software-The most trusted and affordable solution for lawyers in real estate and family law. It is mobile-compatible and compliant, making it the best legal calculating tool for over 35 years. Easysoft Real Estate handles complex calculations for real-estate transactions, including automated CD and HUD calculations, projected payments, cash and cash closings, and you can also conduct title searches, complete1099S reporting, and file directly from the software. Easysoft Family Law is a state-specific software program for family law attorneys and staff. The New Jersey product includes the Case Information Statement, worksheet comparators, historical expenditures, child support worksheets, and a time-saving client intake portal. Massachusetts Family Law software will soon be available. Ask about our product for uncontested divorces in New York. FREE demo, FREE 7-day trial, FREE support. Visit easysoft-usa.com, or call 1-800-905-7638 extension 1.

Immediation is an all-encompassing online platform for dispute resolution that aims to make mediation, arbitration, adjudication, and automated negotiation more efficient and straightforward. Specifically designed for legal practitioners such as mediators, arbitrators, and law firms, it provides an array of over 30 specialized tools that promote secure and user-friendly conflict resolution. Noteworthy features include automated intake forms, customizable workflows, management tools for cases and panels, and financial solutions for invoicing and payments, all accessible through a secure client portal. The platform also enables smooth video conferencing, live transcription, the management of exhibits, and document sharing, creating a complete digital ecosystem for all participants. Furthermore, Immediation holds an ISO27001 certification, reflecting its commitment to security and compliance, and it seamlessly integrates with services like Microsoft Teams and Clio, thereby enhancing its overall utility. This integration allows users to maximize their productivity while navigating the complexities of dispute resolution in a modern, digital landscape.

An advanced software solution designed to oversee events associated with emergency response strategies, preparedness for emergencies, and the continuity of business operations. From the central command center, users can effectively coordinate risk management, activate all relevant personnel, and guarantee a swift and efficient response during crises. The platform encompasses a risk management framework, diverse risk scenarios, intervention strategies, communication plans, tracking of agreements, contact databases, and data center management. Additionally, it includes inventory control for equipment, human resource requirements, property mapping, and management of agreements. It caters to numerous sectors including civil security, manufacturing, ports and airports, public transit, real estate, environmental concerns, and beyond. Our commitment is to provide innovative, top-tier technological solutions within our fields of specialization while upholding the highest benchmarks of excellence from every perspective. The company operates under core values that prioritize the satisfaction and well-being of both employees and clients, fostering a culture of collaboration and trust.

IntakeQ is a web-based online intake management software for health professionals that eliminates paperwork. IntakeQ is HIPAA compliant and allows health professionals to share online case forms with patients. This improves client onboarding. The platform includes e-signature support and questionnaire analytics, client notes, profile, automated appointment reminders, secure messaging portal, and client notes.

Powerful data and lead generation tools for real estate investors. Every day, we are adding experienced investors. Your marketing game will be transformed by texting. Our industry-leading SMS messaging platform, which works in tandem with top CRM platforms, is designed to help you grow faster by focusing on the most motivated sellers. Lead Sherpa customers get premium skip tracing integrated at the most affordable prices without a subscription. We offer only the highest quality data at a price as low as $0.15 per file.

Real estate agents can effortlessly place orders with just a click in their software, making the process seamless! Clients fill out tailored web forms, sign electronically, and the information integrates directly with your software. Furthermore, ensure your electronically signed documents are automatically linked with your title software. ShortTrack’s EasyDocs removes the need for re-keying and the tedious exchange of documents like info sheets and welcome letters. Sellers and buyers can easily fill out their questionnaires through customized web forms and eSign using DocuSign. ShortTrack automatically transfers all data and documents into your title production software, ensuring a fully automated and secure process. Given the heightened focus on cyber security among title agents, especially regarding wire instructions, it is crucial to address the insecure email practices often used by the real estate agents and attorneys you collaborate with. Thankfully, an effective solution exists to enhance security and streamline communication.

LegalZoom offers comprehensive legal solutions designed to assist individuals and businesses in various needs, including starting a new venture, filing trademark applications, creating wills, establishing living trusts, managing bankruptcy processes, and navigating a range of other legal issues relevant to small businesses and families. Recognizing the complexities involved in launching a business, we provide tailored services for forming LLCs, corporations, filing DBAs, and fulfilling essential legal obligations associated with business operations. If you're looking to safeguard your intellectual property, LegalZoom also provides services for trademark and copyright registration, along with support for patent applications. It is crucial for everyone to have both a last will and testament as well as a living will, and we ensure that you can prepare these documents quickly and cost-effectively through our platform. For clients with more intricate planning requirements, we offer a living trust service to address those specific needs. Additionally, all of our services come with the option for consultation with a qualified lawyer and a tax professional, ensuring you have expert guidance throughout the process. This commitment to accessible legal support makes LegalZoom a valuable resource for both personal and business legal matters.

Tailor and streamline your entire operational process—gather client information, oversee documents, and monitor progress all in one centralized platform. Collaborate seamlessly within your firm, engage with clients, or work alongside their financial advisor or CPA. Every aspect of Slatewell is designed to foster collaboration, featuring personalized portals for each client. You can create digital intake forms for clients, or utilize them with your team to ensure consistency in procedures. Integrated notifications and reminders help guarantee that these forms are completed on time. Solicit input from external professionals, delegate tasks to team members, and maintain a clear overview of completed and upcoming tasks. Generate petitions for probate, ancillary documents, beneficiary letters, and more using any state-specific probate forms. You can also upload your own PDFs to develop tailored workflows that meet your specific needs. This comprehensive approach ensures that every detail of your workflow is managed efficiently and effectively.

We have successfully carved out a significant presence in the realm of business software specifically tailored for the real estate sector in India. Our organization is recognized as a reliable and rapidly expanding entity. By offering innovative solutions like BMS, we empower businesses to enhance their operations, ensuring regular updates that align with industry standards. BMS serves as a cutting-edge CRM designed for builders, developers, and channel partners. Over the course of our seven-year journey, we have gained the trust of our clients through exemplary data management, responsive after-sales support, and continuous innovation aimed at streamlining real estate operations. Looking forward, we aspire to become a frontrunner in the business applications arena for real estate, maintaining our high operational standards and commitment to customer satisfaction. Edynamics stands out in the Indian real estate sector as one of the foremost providers of business applications, with a steadfast commitment to our clients’ needs. Our overarching mission is to empower our clients to "Simplify Business" effectively and efficiently, ensuring their success in a competitive market.

Captaloans Mortgage and Loan Modification CRM is a powerful yet simple tool that combines loan modification, mortgage modification, and debt settlement tracking. Remote collaboration with processors, attorneys and affiliates is possible. To grant your client access to our Customer Portal, you can allow them to fill out their loan modification intake form. Once the form is completed, it will be added to the system as a new record. You can save time by having the client complete their intake forms. It is easy to use. No software downloads. There are no start-up fees. No credit card required. Free trial for 15 days.

Huq's location intelligence platform offers speedy access to the indices that matter to teams in retail, local government and CRE. From footfall traffic to catchment models, visit duration and frequency, our accurate and reliable insights inform important decisions globally. ▶︎ What makes Huq's platform unique? Leading retail groups, government administration and CRE companies select Huq's insights because we put insight quality at the centre of our world. • insights are backtested against 15+ external indices • trusted by over 70+ leading gov/CRE/retail organisations • unique visitor footfall reporting for true market sizing • instant coverage across the UK, Europe and beyond • a zero-hardware solution: no equipment, no installation • insights delivered via a clean, decision-ready platform Join over 70+ councils, multiple retailers and real-estate groups who use Huq as an effective evidence base to inform decision-making.

We have successfully assisted numerous real-estate syndicators in raising over $100 million through our Cash Flow Portal. Our platform simplifies the fundraising process for General Partners (GPs), enhances operational efficiency, and connects them with investors to secure more deals than ever before. One significant hurdle faced by new real-estate syndicators is establishing an effective capital-raising system. Our platform empowers syndicators to showcase new investment opportunities, distribute essential documents, manage property details, and oversee fundraising efforts seamlessly. Expand your investor network and accelerate your capital-raising efforts with our integrated tools. By facilitating collaboration between syndicators and investors, we enable you to build a solid track record while maintaining open lines of communication. We prioritize maximizing value for investors by providing them with detailed deal information and regular cash flow updates through our comprehensive real estate investor portal. Elevate your reputation and scale your business more efficiently with our user-friendly platform that revolutionizes the investment experience. Investing in real estate has never been more straightforward or accessible.

Dostoevsky said that beauty will save the world. Padlet offers beautiful boards and canvases for visual thinkers and learners. Use boards to collect, organize, and present anything. Use sandboxes for whiteboarding, lessons, and activities. Unlike a document, every contribution on a padlet is discrete, which allows for collaboration that does not clash or overlap. Unlike a folder, padlets store files and ideas visually. Padlets are unlike anything you’ve ever used to capture ideas. Padlets are lovely to look at and fun to contribute to. Over 40 million people every month actively use Padlet around the world. Here are some of the ways they use it: -Design collaborative worksheets -Provide feedback on files -Manage instructional videos -Store marketing assets visually -Track real-estate listings on a map -Build slideshows -Create meeting schedules -Brainstorm on a shared surface -And more Dostoevsky would have loved Padlet.

RCM's Virtual Deal Rooms offer a secure online platform for commercial real estate professionals to manage acquisitions, dispositions, asset portfolios, and fundraising, ensuring that sensitive information is shared and stored safely. With the ability to distribute confidential documents seamlessly within your organization and across professional networks, users can access these files anytime and from any device, all while being assured of robust security measures that keep their data compliant and fully auditable with bank-grade protection. Since its inception in 1999, Real Capital Markets has established itself as the premier provider of virtual data room solutions for a wide range of stakeholders in the commercial real estate sector, including owners, brokers, lenders, equity partners, servicers, asset managers, attorneys, and title companies. RCM’s VDRs not only ensure vigilant document protection but also cater to various applications within the commercial real estate domain, making it an essential tool for professionals in the industry. As the global marketplace for buying and selling commercial real estate, Real Capital Markets continues to innovate and enhance the ways in which businesses manage their transactions.

Our innovative product empowers you to design your own website rapidly, allowing you to either maximize profits in no time or effectively showcase your real estate agency online. With a user-friendly interface, swift website performance, and an array of social tools, features, and add-ons, our solution is tailored to facilitate efficient business growth. The CMS software caters specifically to real estate agencies and agents, providing the necessary technology to engage with property owners, potential buyers, and internet users alike. Open Real Estate supports multiple languages and currencies, enhancing accessibility for users across various nations. Additionally, the 'Paid Services and Payments' and 'Tariff Plans' modules, along with the 'Advertising Banners' feature, make it simple to monetize your website. The integrated 'SEO' module allows for customizable site settings to improve search engine indexing and utilize SEF URLs effectively. With its modular architecture, Open Real Estate gives you the flexibility to purchase and implement only the modules that suit your needs, ensuring a tailored approach to your online presence. This adaptability not only saves you resources but also allows for future expansion as your business grows.

Assembly serves as a comprehensive platform for client engagement and back-office operations, tailored specifically for tech-driven professional service organizations like those in consulting, law, accounting, real estate, marketing, and technology. By consolidating various tools into a single, branded client portal, it enables businesses to seamlessly connect, communicate, invoice, share documents, and manage tasks from the initial sale through to full-scale operations. This system enhances visibility into client relationships organization-wide, utilizing secure AI support to optimize workflows and conserve valuable time. Furthermore, Assembly integrates smoothly with pre-existing business applications through various methods, including embeds, Zapier, Make, or its versatile API, while also allowing for the development of custom applications. Among its standout features are secure messaging, document sharing, invoicing with one-click payment options, electronic signatures, storefront capabilities for productizing services, customizable forms, and task management. The platform is crafted to provide exceptional, contemporary client experiences while ensuring robust security measures and HIPAA compliance. With its innovative approach, Assembly not only simplifies operations but also elevates overall client satisfaction.

Lobbie serves as a comprehensive healthcare SaaS solution designed to enhance the efficiency of patient intake, appointment scheduling, electronic health records, and the management of labs, prescriptions, billing, and payments, with the goal of modernizing the administrative operations of medical practices. By replacing traditional paper forms with mobile-friendly, HIPAA-compliant digital intake forms—boasting over 2,000 pre-made templates and options for custom creation—patients can complete necessary information remotely prior to their appointments using smartphones, desktops, or tablets, all without the requirement of creating an account. The platform facilitates dynamic consent and e-signatures, automates data pre-filling, and boasts impressive pre-visit form completion rates, with some clients reporting around 91% of forms finalized before patients arrive. After transitioning to a digital intake system, Lobbie enhances operational efficiency further by automating appointment scheduling, allowing patients to self-schedule while also providing staff scheduling options for healthcare providers, along with sending reminders through email or SMS. Additionally, Lobbie supports telehealth services and integrates seamlessly with calendars and various external systems, ensuring a cohesive and user-friendly experience for both patients and healthcare providers. This all-in-one platform truly transforms the way clinics manage their operations, enabling them to focus more on patient care rather than administrative tasks.

ZENTAKE is the smartest way to manage patient documents. ZENTAKE eliminates the need to manage paper intake documents. It is the ideal electronic intake and consent management platform to use with your staff and patients. Secure encryption allows you to securely collect and manage sensitive data. This will ensure your security and peace of mind. Automate tedious intake management tasks to save time and money. Digitalizing your intake management processes will solve all your problems. It's easier than you might think to get up and running. Sending forms is as easy as 1-2 minutes. ZENTAKE is designed for patients and your team to eliminate the hassle of filling out paper forms. ZENTAKE's intake tools are available for patients who complete their forms at home and in the office. They streamline your operations while giving patients the contactless options they need and you the information you need.

Propertybook NYC stands as the premier platform for real estate data in New York City. As a top-tier research tool, it offers unparalleled data to industry professionals, enabling them to make swift and informed decisions. We meticulously monitor every property, condominium, and cooperative in NYC, guaranteeing that our clients receive the most precise and current property and sales information. Our innovative stackable map layers enhance research capabilities, providing immediate geospatial insights that are essential for effective analysis. Real estate professionals—including appraisers, brokers, developers, investors, property owners, lenders, and attorneys—rely on Propertybook to guide their decision-making processes with confidence. By leveraging our comprehensive data, clients can navigate the complexities of the NYC real estate market with greater ease and accuracy.

Foliolens offers an innovative property management automation solution that streamlines tedious data entry tasks, empowering real estate investors, landlords, and property managers with valuable insights. Users can easily capture, upload, or email any real estate document, allowing Foliolens to accurately associate it with the appropriate property. The software efficiently organizes and fills in data for your property portfolio while automatically generating trend reports and notifications related to taxes, rent payments, and maintenance needs. By facilitating the virtual sending and signing of leases, collecting rent, and sharing important documents, Foliolens enables a paperless and secure management experience. Take advantage of the opportunity to download the leading free property management software tailored specifically for single-family homes today, and enhance your operational efficiency.

Pete® REI Software serves as a comprehensive CRM platform tailored specifically for real estate investors, enabling them to optimize their operations from the initial contact all the way to deal closure with tools specifically designed for the investment process; it allows users to gather leads from diverse channels, monitor the progression of deals and pipeline stages, automate follow-up communications through email, phone, and SMS workflows, and efficiently manage files that incorporate e-signatures and images, all within a single platform. This software features an integrated phone and SMS system that removes the necessity for additional applications, provides real-time analytics and customizable dashboards for tracking essential performance metrics to support informed decision-making, and offers scalable functions suitable for individual investors as well as larger teams. Additionally, the automation of workflows minimizes repetitive tasks while ensuring reliable follow-ups, centralized task management fosters better collaboration among team members, and integrated communication tools keep both leads and clients actively engaged throughout the investment journey. Ultimately, this platform empowers investors to focus on growth while managing their operations seamlessly.