07 Jun BREAKING NEWS: Inheralink® has Launched!
06.07.2022
Welcome to Eagle & Fein, P.C.
FOR IMMEDIATE RELEASE: June 7, 2022
Inheralink® News Release
Indianapolis, IN: Inheralink, Linking Assets for Generations, today announced the launch of their re-imagined Digital Estate and Elder Law Planning Client Portal designed by attorneys to help attorneys organize and manage estate and elder law plans throughout all stages of a client’s plan.
Estate planning attorney and Inheralinkco-founder Brian Eagle: “I learned long ago that the Documents are Only Half the Story™. Our firm has been on a quest to create organized plans for our clients. With the re-imagined Inheralink digital platform we create peace of mind by showing our clients that their assets and beneficiary designations are linked to be in accordance with their plan.”
Co-founder, Elizabeth Lambert on the launch of Inheralink: “As a former legal assistant, having the ability to securely share information by collaborating with clients, their loved ones, and other advisors in a central hub is a game changer. Our re-imagined platform provides next-level care to clients and their loved ones.”
Features and Benefits of Inheralink Include:
- Digital Planning Organizer – empowers clients and their estate planning attorney to join forces to initially organize and then easily update a client’s personal and financial information
- Collaboration – provides a secure central hub for a client, their loved ones, their attorney, and financial advisors to securely organize and share important documents and planning information
- Ownership Transfers, Value Transfers, and Beneficiary Changes – ability to organize, track, and verify ownership changes, value transfers and beneficiary changes during all stages of a client’s estate plan
- Document Vault – allows secure access to a client’s estate and other important planning documents
- In Case of Emergency Vault™ – allows health care providers immediate access to necessary health care documents and information in the event of an emergency
- Next-Level Planning™ – includes the Inheralinkdigital Personal Property Memorandum, Funeral Planning Declaration, and Location List
The InheralinkDigital Estate & Elder Law Planning Client Portal is now available! For more information, visit www.inheralink.com.
About Inheralink: Inheralink is a growing community of like-minded estate planning and elder law attorneys that desire to provide their clients with a best-in-class co-branded digital platform to create peace of mind throughout all stages of a client’s plan. For additional information on Inheralink, contact:
Elizabeth Lambert
Co-Founder
Director of Member Success
Inheralink® – Part of the Eagle & Fein, P.C. Family of Companies
elambert@inheralink.com 877.822.7566