WealthDocs Asset Transfer System™

 

WealthDocs Asset Transfer System introduces a new and improved asset transfer system. This updated system fully integrates with WealthDocs, and works natively with WealthDocs answer files. In addition, the system is not just for funding trusts. It will help you manage any asset transfer task, including trust administration transfers and funding entities.

Some features include:

• Facilitates transfers from any person, trust, or entity to any person, trust or entity 
• Enhanced tracking functions to help you stay on top of funding projects 
• New "balance sheet" reports showing asset balance between husband and wife 
• Integrates with WealthDocs 
• Integrates with Gillette Estate Management System (GEMS) 
• Each case uses it own answer file

Why wait? Join today at 888-659-4069, Ext. 819
Click here to apply online now.