Streamline Estate Planning for Your Clients
Guardian is designed to support financial advisors and estate planning attorneys in helping clients organize their documentation and plan for the future. By providing secure access to client accounts, advisors can manage, update, and ensure the accuracy of critical documents.
Digital Vault for Your Client’s Documents
Guardian acts as a secure digital vault, enabling you to work with your clients to access their data or manage it on their behalf. Ensure that wills, investment documents, and end-of-life decisions are up-to-date and accurately documented.
How Guardian Works for Advisors
You can access your clients' accounts for free, allowing you to provide comprehensive support. Whether you choose to cover the service cost yourself or offer a discount to your clients, Guardian makes it easy to integrate into your practice.
Enhance Your Client Services
Guardian equips you with the tools needed to deliver top-tier estate planning and financial management services, ensuring clients' futures are well-protected. Talk to us today about how to get started.
