EstateManagerPRODelivers Comprehensive Estate
Administration Roadmap for the Clients of
“EstateManagerPRO May Be the Most Attractive Software Investment I Have Made in Years.”
May 13, 2010 03:17 PM Eastern Daylight Time
DENVER--(EON: Enhanced Online News)--MyEstateManager, LLC, a leading provider of Web-based
technology solutions to the financial services industry, today announced a new release of EstateManagerPRO. This
proprietary, private label platform delivers personalized estate administration, education and resources for the clients
of ‘Trusted Advisors’ including financial planners, financial advisors, estate planners and estate attorneys.
“EstateManagerPRO may be the most attractive software investment I have made in years. It enables me to serve
my clients with a unique resource. The roadmap, planning tools and featured trusted service professionals save my
clients time, grief and money,” said Christopher J. Jacob, CFP, President, Cadeau. “The bonus for me is the
'EstateDigitalLockBox’ and 'Personalized Rotary Club,’ both which have the potential to help me grow my
EstateManagerPRO is the perfect private label solution for financial professionals and institutions who want to grow
their brand name and differentiation within the estate management industry.
“Your clients are facing the loss of a loved one, now what are you going to do? As the trusted advisor,
EstateManagerPRO can help you provide your clients with a step-by-step approach; instilling a sense of calm and
control,” said Hank Carabelli, Co-Founder of EstateManagerPRO. “Education is the key. The process starts with
the final days, offering the opportunity for preparation and advance planning. It continues through all aspects of estate
administration, which may last up to 12-18 months.”
Benefits of the EstateManagerPRO private label program include:
l Service Excellence: Simplify estate administration for your clients in their time of need.
l Differentiation: Stand out amongst the