Estate Clarity
iPhone / Finance
Estate Clarity is a platform that helps financial advisors, trust officers, insurance professionals and their clients protect their clients' personal property.
Estate Clarity enables transparent valuation, cataloging, and distribution of personal assets — which can mean everything in dealing with the death of a loved one or the aftermath of a disaster (or just a leaky pipe!).
Keeping an accurate record of what you own and what its worth is critical to ensuring your long-term financial success.
It wasn't raining when Noah built the arc! Gone are the days of fighting with your insurance company to prove what you already owned after a disaster. Gone are the days when your family is at a loss for how to handle your personal property after you pass.
If you are interested in learning more, contact us on our website. Estate Clarity requires a professional to administer access, so ask your insurance agent or financial advisor about Estate Clarity today!
Quoi de neuf dans la dernière version ?
• Added an in-app tutorial for professionals and families to guide them through the application.
• Changes to the analytics screen
• New icons in the "Plan" section for individual items
• Additional service options available in the marketplace
• Other bug fixes.