Correct WillBlockTec Software
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Related Products
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About
Correct Will is an innovative Will Management and Verification Solution that provides an efficient, transparent and secure service.
Wills can be quickly and easily verified by simply scanning a unique QR code. The use of patented blockchain technology ensures that data cannot be tampered with. This level of transparency means that misunderstandings between parties are minimized whilst practice efficiencies and reputations are positively impacted.
Relevant parties can be kept abreast of the process and manage actions with their own login access. Correct Will also makes transferring a Will from Practice to Practice simple, with purpose built ‘Will Release’ functionality.
Correct Will's fast and easy verification technology is patented in over 100 countries worldwide.
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About
FP Alpha is an AI-driven advanced-planning platform that enables financial advisors to scale full-spectrum planning by uploading clients’ tax returns, wills, trusts, insurance policies and other key documents, after which the system automatically reads and extracts critical data, identifies actionable insights across estate, tax, insurance and other planning disciplines, and quantifies the value of advice via visual reports and white-label deliverables. The platform supports over 16 planning domains, provides modules such as Estate Snapshot and Estate Planning Lab (which convert complex legal documents into digestible summaries and flowcharts, model alternate strategies and quantify savings), and offers a Tax Snapshot and Tax Projector to project multiple years of federal and state tax implications, compare scenarios like Roth conversions or charitable giving, and integrate findings into existing advisory workflows.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Lawyers
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Audience
Financial-advisory firms and wealth-management professionals searching for a tool to deliver holistic, document-driven planning across tax, estate and insurance domains and scale advisory services
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$100/month/5 verifications
Free Version
Free Trial
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Pricing
$1,125 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBlockTec Software
Founded: 2023
Australia
www.correctwill.law
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Company InformationFP Alpha
Founded: 2018
United States
fpalpha.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
MoneyGuide
Nitrogen
Orion
PreciseFP
Redtail CRM
Salesforce
Wealthbox
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Integrations
MoneyGuide
Nitrogen
Orion
PreciseFP
Redtail CRM
Salesforce
Wealthbox
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