Fabric by Gerber Life Description
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.
Fabric by Gerber Life Alternatives
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.
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The Asset Guardian (TAG) Mobi: Tackle Downtime with TAG Mobi
TAG Mobi is a fully embedded preventive maintenance and asset management (EAM) solution within Microsoft Dynamics 365 Business Central. Designed for modern manufacturing and infrastructure operations, TAG Mobi helps reduce risk, minimize downtime, and streamline maintenance workflows—all from within your existing Business Central environment.
From proactive asset health monitoring and predictive maintenance to real-time mobility and AI-powered adoption tools, TAG Mobi equips maintenance teams with everything they need to boost performance and take control of asset operations.
Key Features:
• Fully embedded in Microsoft Dynamics 365 Business Central
• Real-time mobile access for on-the-go asset tracking
• Predictive maintenance to reduce unplanned downtime
• AI-assisted onboarding for faster adoption
• Advanced APM tools to monitor asset health and anticipate failures
No silos. No extra software. Just a seamless, native experience that empowers maintenance teams and provides managers with the insights they need—right inside Business Central.
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ProTracker RMD
Are you:
Studying the changes to the SECURE Act rules?
Using spreadsheets to calculate RMDs manually?
Tracking client RMD withdrawals to determine if clients have taken them?
Frustrated by custodians who calculate some RMDs but not inherited accounts?
Having difficulty resolving which clients are eligible designated beneficiaries (EDBs)?
Trying to figure out how to manage the accounts under the 10-Year Rule?
ProTracker RMD provides:
Options for Successor Beneficiary to facilitate the new 10-year Rule and the continuation of the 10-year payout period for subsequent beneficiaries.
Eligible Designated Beneficiaries (EDBs) have special screens to track the 10-Year-Rule Exceptions (spouses, chronically ill or handicapped persons, minor children, and family members not more than ten years younger).
A separate panel is used to track the expiration of accounts under the 10-Year Rule.
Global 10-Year Rule Account Screen to monitor all client accounts for expirations.
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Quicken WillMaker
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.
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Pricing
Pricing Starts At:
Free
Free Version:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Fabric by Gerber Life
Year Founded:
2015
Headquarters:
United States
Website:
meetfabric.com/wills
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Product Details
Platforms
Web-Based
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
In Person
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Fabric by Gerber Life Features and Options
Fabric by Gerber Life User Reviews
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