Financial Institution Programs
What do LPI's Financial Institution Programs Service entail?
LPI utilizes secure, proprietary applications to design and implement state-specific legal document solutions including Wills, Trusts, Powers of Attorney, LLCs and Corporations. LPI’s turn-key, Web-based platform enables Financial Institutions, including Banks, Credit Unions and Broker/Dealers, to deliver a wide variety of Estate, Business and Asset Protection planning solutions to Clients and Members simply by subscribing to our Life Planning service.
Our Financial Institution Life Planning Program is designed to bring the best practices of top tax and estate planning professionals to a broader market, helping hundreds of thousands of families and business owners achieve their estate, business, and asset protection planning goals, quickly, easily and cost-effectively.
Contact LPI for more information on how you can enhance the value of your brand and deepen your client relationships by offering a custom-tailored Life Planning Program.