Estate Planning
You’ve made it your job to represent people who want to plan for the distribution of their assets after their passing, and what a noble profession that is. Your clients entrust to you this incredibly important responsibility, so doing it right, and for the largest number of clients possible, is imperative.
![estate planning](https://static.wixstatic.com/media/9194a3_44f7e5b81c4647d292c5f6fcf6e89eef~mv2.jpg/v1/fill/w_402,h_322,al_c,q_80,usm_0.66_1.00_0.01,enc_auto/estateplanning.jpg)
Contact Management
Prevail's customizable, centralized Contacts database is the backbone of the system. It contains detailed information on all the parties you come into contact with on a day-to-day basis
Analytics
Prevail's customizable, centralized Contacts database is the backbone of the system. It contains detailed information on all the parties you come into contact with on a day-to-day basis
Ledger
With Prevail, there is a method of requesting, managing and tracking public records, medicals, photos, or evidence of any sort