Professional Offices Registering A Client
Will Summit makes it possible for professional offices (attorneys, financial professionals, etc) to register their clients and to keep track of all of their Last Will and Testament and Insurance Policy information. In case the client moves and your information is lost Will Summit makes it possible for the correct information to be found quickly and easily.
Cost is $195 annually
Clients can be managed from on simple interface. If a clients moves on to another office or another part of the country they will have the right to continue with our services. They will be notified by email.