Business
Why Estate Planning Firms Need Tools Built for Them, Not Generic CRMs
Estate planners have unique challenges. We do not just manage client contact details...
Success! Thank you for taking the time to get in touch.
Thank you page
You have successfully sent an enquiry through to our team. Please allow some time for them to process your enquiry and someone will be in touch.
Business
From Paperwork to Peoplework: How Tech Frees Consultants to Focus on Clients
Estate planning is one of the most personal services anyone can offer.
Business
The Road to SaaS: Bringing Estate Planning into the Digital Age
For years, estate planning firms have had to make do with tools that were never...
Frequently asked questions
-
At YEPP we strongly believe in our product and are confident that you will too, that is why we do not tie you into contracts, each month rolls onto the next.
-
Yes, you can upgrade or downgrade your plan at any time from your account settings. The changes will take effect immediately, and any cost adjustments will be prorated.
-
No, there are no hidden fees. Please refer to the pricing table above for all fees.