JIC Estates Milestones
Stay on top of important todos with support from our rich resource library and member success team
Nail your signing ceremony
Get everything you need to know to make your estate plan official
Track and get help with trust funding
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Share plan details
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VISUALIZE ASSETS
Understand how assets pass through your estate
Networth and asset summaries
Trust funding
VISUALIZE BENEFICIARIES
See who receives your gifts and how
Inheritance diagram
Beneficiary cards
VISUALIZE CLIENT PROGRESS
Stay on top of your portfolio of shared plans
Shared Plan Table
Shared Plan Table 2
