07 Apr Monthly Moments with Inheralink

04.07.2023

Welcome to Eagle & Fein, P.C. 

Do you ever feel like a disorganized mess? There are spreadsheets everywhere, data is inconsistently being input by team members, or you can’t find what you need when you need it- I could go on.

Attorney and Inheralink® co-founder Brian Eagle can relate! When he first started our firm, Eagle & Fein, P.C., Brian, like you, didn’t have an all-encompassing program to organize client information. He searched for a better way but could not find exactly what he was looking for. So, along came Inheralink!

Inheralink was created by attorneys for attorneys. We like to say that Inheralink is a tool to enhance foundational planning. This month, we want to focus on funding your Purposely Designed Organized Plans. Inheralink is the one-stop shop for everything, especially funding!

We sat down with attorney and co-founder Brian Eagle to answer 5 common questions:

1. You say Inheralink is comprehensive funding made simple. Can you explain what that means?
2. For the firm that still uses spreadsheets, why should they make the jump to Inheralink?
3. What are some of the features/tools that Inheralink provides to make funding simple?
4. How does Inheralink support ownership and value transfers and beneficiary changes?
5. What advice would you give to those firms that are not using a comprehensive funding solution?