Master Your Estate Planning with Streamlined Workflows
Effortlessly organize your estate and plan for the future with Orion's Estate Planning Workflows. From gathering essential information to collaborating on tax strategies and beneficiary designations, our intuitive platform simplifies the process, ensuring clarity and peace of mind for you and your clients.
Key Features of the Orion Estate Planning Tool
Clear Visualizations
Easily understand estate plans through intuitive flowcharts and tables, showing asset distribution.
Advisor-Guided Data Collection
Streamline data collection and personalize flowcharts for investors, simplifying legacy visualization.
Scenario Modeling
Evaluate different estate planning strategies and decisions with hypothetical scenarios.
