LEO-PRO pairs your valuable services with our digital organizing and storage tool to secure peace of mind for your customers.
Clients can upload and store all prepared life & estate documents as well as capture personal details to make the settlement of their estate as easy and painless as possible.
Designed to support the efforts of estate attorneys, financial advisors, wealth managers, insurance professionals, and financial planners, LEO is...
There is no better way to help your clients be prepared in this digital age. We offer attractive pricing, quantity discounts, and easy billing.
When you join LEO PRO, you offer your clients the opportunity to digitally organize and store the complete complement of your professional services PLUS any personal, historical messages, photos, etc. that would complete their end-of-life planning and simplify the estate settlement process.
Call the LEO team today to discuss our PRO plan and trial membership