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Enterprise Plans That Enhance Retention
Family Playbook enterprise plans offer companies, organizations and fiduciaries with the compelling Life Organizer, which helps your clients to organize legal, financial, property and end-of-life information.
The Family Playbook Life Organizer may be white label customized to your group's specific needs.
Family Playbook is a cost-effective and impactful way to offer added value to your clients.
Peace of Mind & Easy To Use
Family Playbook empowers your clients to create a comprehensive, transparent roadmap of their important documents, instructions and wishes for their loved ones.
Even better: no tech knowledge is required with the physical Life Organizer System.
Add Value
Family Playbook enhances client and employee loyalty by providing a valuable personal resource that evolves as their needs change. Our platform reduces the stress of scrambling to find critical information during a time of grief and ensures a clear legacy plan is in place to secure intergenerational assets.
Our team of enterprise experts is here to work with you to design a custom program that fits your specific needs.
Enterprise Experts
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