Value, plan, and protect your clients’ most important assets. Help them understand where they lack planning and protection. Help them document, value, organize, and store proof of ownership. Ensure they have adequate protection for the things that matter most. Shepherd them through the complexities of estate planning and selecting the homeowner’s policy that fits them.
Coverage & Gap Review
Differentiate your service offering without adding overhead.
An insurer is only as good as its promise to indemnify. Estate Clarity ensures all sides know what they’re getting and are held accountable.
Uncovering gaps in protection demonstrates & builds trust on the part of the client. We can’t stress how important this process is.
I have been a part of over 400 estates in my career, and this tool would have prevented heartache in most and headache in all of them.
My mom needs this… right now in fact. The first place I thought to use Estate Clarity when I heard of it was with my own family.