The client often fears that his wealth information is incomplete and that the important related documents are scattered in several places. He wishes to avoid that on the day of his death, his heirs must manage this administrative constraint.
The solution Efficience ®provides
Keep track of the transactions made (for example: donations) and centralize all the important documents of your client (contracts, documents, reports, etc.) in a digital vault.
An overview of the 360 ° family estate and the detailed description of each asset.
A complete, detailed and documented inventory of the donations made within the family as well as a clear inventory of the situation allowing a rebalancing between the members.
A secure place where all important documents relating to the client's assets are stored and organized.
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