Estate Planning Intelligence for WealthVest Advisors

Strengthen client relationships and generate recurring revenue through proactive estate plan monitoring. LawPro helps WealthVest advisors identify review opportunities in existing client documents and connect them with qualified estate planning attorneys.

Advisor Benefits

• Identify estate plan review opportunities in your existing client book
• Monitor plan health scores and receive alerts for law-change exposure
• Route qualified matters to vetted estate planning attorney partners
• Generate $3,000-$8,500 per facilitated review engagement
• Strengthen client relationships through proactive planning conversations

Contact us to learn how LawPro integrates with your WealthVest practice.

LawPro Associates — Estate Planning Intelligence Platform