Drag and drop flow charts that are customizable illustrations on how an estate plan will look for your client.
Our pre-populated drag and drop flow charts are an easy way to illustrate estate plans for your clients. Move boxes around, add language to an existing box, delete boxes and add notes to provide visuals that accompany the documents. Nimble and easy to use, print multiple options for more complex plans so your clients can see differences play out within their estate. Color coded and labeled for easy understanding. Know confidently that clients will have a better understanding of how their estate plan is designed and how their beneficiaries will receive the estate.