Check-Out for Business
An amazing tool that helps clients store & share information when and where you need it
Save Time & Stand Apart
Connect to your clients in new and exciting ways with Check-Out Plan
Connect and collaborate with clients and their families like never before. Check-Out is a legacy planning tool that benefits people in collecting, organizing and storing their important life information such as legal documents, assets, personal information, photos, journals, and so much more.
Our platform provides a safe, secure, and off-site storage of this information privately and securely held from the risks of fire, flood and theft. The option of designating Team Members allows trusted advisors, family or friends to access specific information. This is of particular value for people experiencing diminished mental capacity, chronic illness, and those trusted with their information.
Improve Client Relationships & Create New Ones
A Compelling Strategy
Use Check-Out to help your clients and your business
New Business Opportunities
Get in front of current clients and attract new ones too with your own co-branded landing page and receive support from our targeted social media channels
Gain Deeper Understanding
Prompts help clients to identify more assets, and potential challenges allowing you to easily spot opportunities and improve service
Stand Apart from the Competition
Provide Check-Out and prove your worth above the competition while at the same time, improving efficiency, billing and client loyalty
Increase the Value
A more complete overview
Prompts encourage clients to provide more details
Gain business through referrals
Families collaborate by design, increasing your exposure
Increase efficiency
Reduce the time required to process files as clients provide information in Check-Out
Connect to the rest of the family
Connect to the rest of the family network as a Team Member in Check-Out
Promoting your brand
Your co-branded landing page keeps you in front of clients
Free Check-Out Plans for you!
Use Check-Out to manage your own legacy plan to share with family
Peace of Mind
“Making a CheckOutPlan has brought such peace of mind to me. That alone is worth using this service.”
D. SHEDEGER | CHECKOUTPLAN USER
MY CHECKOUTPLAN™
GET THE LATEST eNEWS
