We invite you to subscribe to the app and spread the word to all the organizationally challenged around the world!
Any homeowner with too much stuff
Anyone with aging parents ready for the next phase of life
Large Wealth Management firms urging their clients to get estate plans done
Insurance carriers and brokers wanting to strengthen client relationships and be more transparent
Estate and Trust Attorneys wanting to better serve their clients
Any financial firm exploring ways to digitally connect with the next generation of clients
Professional organizers, moving companies, auction houses and appraisers
*Each subscriber will have their data securely back-up through Amazon Web Services (AWS)
White label opportunities for insurance, estate planning & wealth, trust and financial advisory firms are available. Click here for information: rick@atlanticstrategies.net