Netlaw Step6 app for iPhone and iPad
4.6 (
1856 ratings )
Business
Developer: NetLaw Group Inc.
Free
Current version: 1.51.1, last update: 7 years agoFirst release : 13 Apr 2015
App size: 34.91 Mb
The 6th Step provides financial advisors with an online estate planning solution for their clients ("NetLaw"). Whether in the office or on the go, associates can register clients and prospective clients providing them with instant access to NetLaw where they can complete a basic estate plan in about 20 minutes. Note that if you do not have a field trainer, marketing manager, or recruiter, simply enter the email address(es) of one or more people to whom you would like to have notifications sent each time you register a client or sell a NetLaw plan.