Brands and Their Owners
Welcome to the Brand page for “LEGACY ADVISOR STRATEGIES”, which is offered here for Computer software that provides web-based access to legacy planning applications and services for financial professionals and estate planning attorneys through a web operating system or portal interface; downloadable documents and tools in the fields of legacy planning, estate planning and financial planning provided via a website; downloadable electronic publications in the nature of instructional manuals, guides, whitepapers, magazines, and newsletters in the field of legacy planning and family history;providing on-line information and tools such as guides, marketing and collateral material, event ideas, invitations and templates, to financial services professionals and estate planning attorneys for the purpose of assisting in client legacy planning; legacy planning services, assisting client families with personalized plans for creating a meaningful legacy and transferring family values, not wealth; providing an online resource center for financial professional and estate planning attorneys to assist their clients in the field of legacy planning and family history with a multi-generational reach and planning approach;.
Its status is currently believed to be active. Its class is unavailable. “LEGACY ADVISOR STRATEGIES” is believed to be currently owned by “DAVIS, MARK”.
Owner: |
DAVIS, MARK
Owner Details |
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Description: |
Computer software that provides web-based access to legacy planning applications and services for financial professionals and estate planning attorneys through a web operating system or portal interface; downloadable documents and tools in the fields of legacy planning, estate planning and financial planning provided via a website; downloadable electronic publications in the nature of instructional manuals, guides, whitepapers, magazines, and newsletters in the field of legacy planning and family history;Providing on-line information and tools such as guides, marketing and collateral material, event ideas, invitations and templates, to financial services professionals and estate planning attorneys for the purpose of assisting in client legacy planning; legacy planning services, assisting client families with personalized plans for creating a meaningful legacy and transferring family values, not wealth; providing an online resource center for financial professional and estate planning attorneys to assist their clients in the field of legacy planning and family history with a multi-generational reach and planning approach;
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Categories: | COMPUTER SOFTWARE THAT PROVIDES WEB BASED |