Asset-Map Platform has some impactful tools that can enhance your conversation around client assets and associated beneficiaries. One is a Beneficiary Checklist, and another is Drafts, among others.

The support resource about the Beneficiary Checklist is located 👉 here.

The Beneficiary Checklist helps focus the conversation of inheritance and estate planning. By selecting the Member on the Member control bar at the top of the Beneficiary Checklist page, the table will display financials that have been assigned or remain unassigned. This checklist can be electronically generated.

This table can also be represented as an impactful visualization using the visualization tool.
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The support resource about Drafts is located 👉 here.

Develop inheritance scenarios by reallocating existing assets before your meeting using drafts. Leverage the Draft Notes feature to delineate estate transfer plans. Present the Draft on the Asset-Map During an interactive session with clients, illustrate the flow of decedent assets and their corresponding dollar values. Conduct a walk-through with the client to demonstrate the fate of their assets. Of course, don't restrict yourself to one scenario. Make multiple Drafts illustrating multiple scenarios if it makes sense!

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