Correct Will

Correct Will

BlockTec Software
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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Lawyers

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$100/month/5 verifications
Free Version
Free Trial

Pricing

$1,125 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BlockTec Software
Founded: 2023
Australia
www.correctwill.law

Company Information

FP Alpha
Founded: 2018
United States
fpalpha.com

Alternatives

Alternatives

Wealth Docx

Wealth Docx

WealthCounsel

Categories

Categories

Integrations

MoneyGuide
Nitrogen
Orion
PreciseFP
Redtail CRM
Salesforce
Wealthbox

Integrations

MoneyGuide
Nitrogen
Orion
PreciseFP
Redtail CRM
Salesforce
Wealthbox
Claim Correct Will and update features and information
Claim Correct Will and update features and information
Claim FP Alpha and update features and information
Claim FP Alpha and update features and information