Estate Planning
You’ve made it your job to represent people who want to plan for the distribution of their assets after their passing, and what a noble profession that is. Your clients entrust to you this incredibly important responsibility, so doing it right, and for the largest number of clients possible, is imperative.
Contact Management
Prevail's customizable, centralized Contacts database is the backbone of the system. It contains detailed information on all the parties you come into contact with on a day-to-day basis
Analytics
Prevail's customizable, centralized Contacts database is the backbone of the system. It contains detailed information on all the parties you come into contact with on a day-to-day basis
Ledger
With Prevail, there is a method of requesting, managing and tracking public records, medicals, photos, or evidence of any sort