Visualizing Wealth Transfer: Orion Introduces Innovative Estate Planning Tool for Advisors to Support the $72 Trillion Multi-Generational Asset Transfer
This timely addition to the Orion Planning platform seeks to empower financial advisors to take a lead role in guiding families through the largest intergenerational wealth transfer in history.
- This timely addition to the Orion Planning platform seeks to empower financial advisors to take a lead role in guiding families through the largest intergenerational wealth transfer in history.
- It is designed to significantly streamline the estate planning process and highlight critical estate planning outcomes, enhancing the experience for both advisors and clients.
- Key features include:
Intuitive, Transparent Visualization: The ability to distill complex estate planning information into easy-to-understand visualizations – both as an estate planning flowchart and a comprehensive table view. - Estate Planning 'What-Ifs': The capability to model hypothetical scenarios, allowing advisors and clients to assess the impact of different estate planning strategies and decisions.