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September 9-11, 2024
The Marriott Marquis Times SquareNew York



Deliver Exceptional Value with Comprehensive Estate & Inheritance Planning

Revolutionize client relationships with our white-label estate planning software. Provide an all-digital service for creating and maintaining valid inheritance plans, sparing loved ones from bureaucracy. Seamlessly integrates into major digital banking systems, catering to banks, credit unions, and insurance companies. Simplify end-of-life documentation, enhance value, and streamline the process for clients.