Rest. is making estate planning as accessible as investing in your 401k1-10 Employees

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Rest. is making estate planning as accessible as investing in your 401k

A 40-55 year old Gen X customer with $500k to $5M in assets has put off estate planning for one reason or another. They own equity in their home, retirement investment accounts, and may or may not have some other investment vehicles. Some of our customers also have life insurance policies outside of their employer's plan.

This person has put off estate planning but has recently aquired a large asset or had children and has begun to think about estate planning. They don't know where to start, what their needs are, where to go to find the right lawyer, how much to pay, or who to even trust.

Our consumer logs onto rest. EstateAssist to catalog their assets, learn estate planning basics based on each unique input, understand available options based on their financial situation, simulate their choices, learn about costs, and review their ROI- for themselves and for their beneficiaries.

Our rest. lawyers, usingEstateReady, will be better equipped to educate and nurture their own leads.

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