Feature Ideas

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  1. Build Custom Forms

    The ability for professionals to create their own forms.

    Hunter Anderson

    0

  2. Express Onboarding

    A simpler, faster way for clients/consumers to onboard their estate information into Estate.Studio.

    Hunter Anderson

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  3. Co-branding for Pros

    Professional Co-branding w/ logo and a professional card w/ contact details etc

    Hunter A

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  4. Mobile App

    consumer e.s mobile app time capsule mobile functionality dev (3 months) design work (1 month)

    Hunter A

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  5. Wealth Counsel Integration

    Hunter Anderson

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  6. Zapier enhancement for client data

    Zapier trigger events for when a client updates data in their account.

    Hunter Anderson

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  7. Time Capsule

    The ability to store messages and media for their loved ones to see after the person is incapacitated or dead.

    Hunter A

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  8. Entities

    Trusts, businesses, not profits, etc

    Hunter A

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  9. Delete Client

    Hunter A

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  10. Marketing Creatives

    Automated marketing creatives for pros

    Hunter A

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  11. Additional Forms/Assessments

    Like end-of-life preferences, subscriptions, final wishes, etc.

    Hunter A

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  12. Custom RME Creatives

    Custom marketing assets for professionals to be able to promote their RateMyEstate custom share link.

    Hunter Anderson

    0

  13. Bulk export client data

    Assets, debts, insurance policies, etc.

    Hunter Anderson

    0

  14. 1202 Exemption Analysis

    A questionnaire to analyze 1202 exemption status.

    Hunter A

    0

  15. End of Life Planning Assessment

    Additional consumer assessments (end-of-life planning, etc)

    Hunter A

    0