With recent advances in Internet technology, many in the legal profession are looking for opportunities to grow and expand their practices to incorporate multiple professional disciplines.  Joining the Aralia network provides that opportunity - linking qualified legal and financial professionals together to address client estate planning needs through a virtual online network.  Once registered, all network attorneys are provided a secure web platform directly linked to each individual estate planning case.  Your web platform provides you with the ability to communicate simultaneously with the client, the financial advisor, drafting attorney, and the Aralia administrative staff.  Through your attorney console, you will also be able to view and review draft estate planning documents, electronic questionnaires and case correspondence history.  You are also provided with access to the Aralia electronic funding kit for reviewing all of the plan implementation funding documents.  Our goal is simply to provide you with the tools necessary to do your job efficiently, accurately, and completely.

To learn more about Aralia and our unique multi-disciplinary networking approach, join us for a brief web presentation.  Click here to RSVP