Estate Planning Intelligence for FMO and IMO Partners

Add estate plan review capabilities to your distribution network. LawPro helps FMO and IMO organizations identify trust funding gaps, beneficiary designation issues, and planning opportunities across your agents' client books.

Distribution Network Benefits

• White-label estate plan analysis for your agent network
• Trust funding gap identification across insurance policies
• Beneficiary designation reconciliation between trusts and policies
• New revenue streams from estate plan review facilitation
• Deeper client relationships through proactive planning

Contact us to learn how LawPro integrates with your existing FMO distribution model.

LawPro Associates — Estate Planning Intelligence Platform