Tech Tools
Paid subscribers get complementary access to tech tools that I develop for the aid of estate planning conversations. Links can be found after the paywall below, for tools listed in the index. To access the tools, log in to Substack and then navigate to this page.
Tools will soon be available for direct or white-label use through a new website I will be launching called Inheritcy.com.
Index:
Fiduciary Draft (Beta)
Trust Navigator Interface (Beta)