Feature Ideas
Submit IdeaBuild Custom Forms
The ability for professionals to create their own forms.
Hunter Anderson#New Feature 🚀0
Express Onboarding
A simpler, faster way for clients/consumers to onboard their estate information into Estate.Studio.
Hunter Anderson#Improvement 👍#New Feature 🚀0
Co-branding for Pros
Professional Co-branding w/ logo and a professional card w/ contact details etc
Hunter A#Improvement 👍#Styling 🎨0
Mobile App
consumer e.s mobile app time capsule mobile functionality dev (3 months) design work (1 month)
Hunter A0
Wealth Counsel Integration
Hunter Anderson#Improvement 👍#New Feature 🚀#Deal Breaker 💔0
Zapier enhancement for client data
Zapier trigger events for when a client updates data in their account.
Hunter Anderson#Improvement 👍0
Time Capsule
The ability to store messages and media for their loved ones to see after the person is incapacitated or dead.
Hunter A#New Feature 🚀0
Entities
Trusts, businesses, not profits, etc
Hunter A#Improvement 👍#New Feature 🚀0
Delete Client
Hunter A#Improvement 👍0
Marketing Creatives
Automated marketing creatives for pros
Hunter A#New Feature 🚀0
Additional Forms/Assessments
Like end-of-life preferences, subscriptions, final wishes, etc.
Hunter A#New Feature 🚀0
Custom RME Creatives
Custom marketing assets for professionals to be able to promote their RateMyEstate custom share link.
Hunter Anderson#New Feature 🚀0
Bulk export client data
Assets, debts, insurance policies, etc.
Hunter Anderson#Improvement 👍0
1202 Exemption Analysis
A questionnaire to analyze 1202 exemption status.
Hunter A#New Feature 🚀0
End of Life Planning Assessment
Additional consumer assessments (end-of-life planning, etc)
Hunter A0