Life Estate Organizer PRO

Manage your clients' legacy & needs with LEO - the Easy-to-Use Digital Organizing Tool.

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Compliment Your Expert Services

LEO PRO brings together your expertise and our secure digital organizing and storage tool to create peace of mind for your clients.

Designed to support estate attorneys, financial planners &  advisors, wealth managers, and insurance professionals. LEO is...

  • A digital lockbox for all critical life details, including:
    • Estate documents
    • End-of-life wishes
    • Passwords
    • Legacy Information
    • Family history, Photos, pet care & more!
  • Easy to manage, simple to use & affordable
  • Stores all prepared life & estate documents and personal details making the settlement of an estate as painless as possible.
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LEO PRO Offers Value to You and your Clients

Here's How...

  • A simple-to-use app that makes it easy for your clients to organize their critical documents and details of their life and estate.
  • Our app provides you an added service to offer and a better understanding of your client’s life and estate.
  • Helps you identify shortcomings in a client’s planning and documentation.
  • Opens future opportunities with client’s loved ones, relatives, friends, LEO trustees, associates, and future generations.
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Help your clients be prepared in the digital age.

Help yourself with attractive pricing, quantity discounts, and easy billing.

 

When you become a LEO PRO, your clients get the chance to digitally organize and store their estate documents PLUS any personal, historical messages, photos, etc. that would complete their end-of-life planning and simplify the estate settlement process.

Leo-Pro FAQ
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LEO-PRO Value Proposition:

  • Full and unlimited access to the LEO app
  • Unlimited managers and client profiles
  • Unequaled license & client support
  • Bank-Grade Security for all accounts
  • Easy to set-up & simple to run
  • Co-branding collaboration opportunities
  • Use of the LEO marketing library (optional)
Partner With Us Today!
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Reasonable Pricing Plan:

  • Just $3.00 per client profile, per manager per month up to 12 profiles
  • $36 flat fee per manager, per month
  • License fees will be billed throughout the term of the agreement based on the number of client profiles
  • Optional $100.00 annual fee for access and use of LEO marketing library content.
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