Estate planning can be a tedious task, but ReadyWhen makes it as easy as filling out a few forms. The interface is easy to use, clean, visually appealing, and every task is accompanied by resources to help you make the best use of the tool.
It encompasses a wide array of asset types, including traditional options such as vehicles, properties, financial accounts but also modern assets such as digital accounts, subscriptions, and even rewards programs.
I also really appreciate how the developers took extra care with account security features as well, including a two-step verification login and the ability to add team members and assign specific roles and permissions to each of them.
If you're looking for a one-stop shop for all your Estate Planning needs, this is it. Review collected by and hosted on G2.com.
The articles displayed in the lower portion of the app could be dynamically updated to offer assistance related to the asset you're working on.
Estate planning can be an intimidating task for potential clients who are not used to dealing with it. A chatbot or call center support feature could be vital to ensure that new users are not overwhelmed by the tool.
Other than that, the app works as intended, and I was happy with the service provided. Review collected by and hosted on G2.com.
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Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.
