EstateFlow should be positioned as the continuity partner. Users can still use accountants, fiduciary practitioners, attorneys, financial advisors and other saved professionals. The difference is that EstateFlow can be selected as the executor service, with a subscription benefit before death and an estimated executor-fee discount in the estate calculation.
In Estate Profile, the user can choose EstateFlow executor service, select a saved advisor, create a new executor, or use an external executor.
Saved professionals can review estate data, support tax and accounting work, help with documents and keep client relationships clear.
When EstateFlow is selected as executor, calculations can show the standard executor fee, the EstateFlow discount and the estimated executor fee after discount.
The dashboard captures assets, liabilities, beneficiaries, dependants, executor nomination, documents and date-of-death worksheets. If EstateFlow is selected as executor, this record becomes much more valuable because the executor already has structured data to start from.