The Family Estate Organizer

Stop wasting time and energy trying to collect and organize your client’s documents! In this episode, Dave Alison and Carl Smith discuss how The Family Estate Organizer, or FEO, can help you plan for your client’s long-term future.


For a more in-depth look at how to build client relationships with The Family Estate Organizer, read our blog.

You can also access the Survivor’s Checklist here.