Digital Wealth Management Solution, ReadyWhen Partners with Canada’s Leading Wealth Cloud Platform to Better Prepare Canadians for End-of-Life Planning and Administration | Your money


TORONTO – (BUSINESS WIRE) – November 24, 2021–

Today, Estateably, Canada’s leading cloud-based real estate administration platform for professionals, is pleased to announce its partnership with ReadyWhen, the only guided, centralized and digital real estate management platform in Canada, to offer its clients a unified property management solution.

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This unique partnership creates the only comprehensive estate management solution in Canada that will help executors and beneficiaries save countless hours and thousands of dollars when the inevitable happens. With this integration, information in the deceased’s ReadyWhen account can be transferred seamlessly to Estateably’s platform, where all documents required for filing a probate application can be generated with just a few clicks.

ReadyWhen, with apps for consumers and professionals, is a proactive life planning solution that guides users in entering critical information to manage and complete their wealth. Estateably, a workflow and productivity tool, is used by legal professionals once the inevitable happens to settle an estate and get it probated, making life easier for the executor. and his family. By implementing this integrated solution, professionals and their executor clients can dramatically reduce estate settlement times, which, according to the Society of Trust and Estate Practitioners (STEP) Canada, currently takes two to three years on average.

“This partnership aligns strongly with our technological proposal to streamline the estate administration process for professionals and their clients,” said Ari Brojde, co-founder and CEO of Estateably. “Executors and surviving family members today often need months to discover and gather all the information and supporting documents required for probate. This integrated solution will have a significant impact on professionals and businesses alike, ultimately helping thousands of Canadians settle an estate through probate with ease and speed.

In the financial planning and legal verticals, end-of-life technology has been an afterthought. But this is changing rapidly as customers demand affordable, accessible and easy-to-use digital solutions. “As a legal professional who has practiced for over 15 years, it is exciting that we are now witnessing the digitalization of the legal industry. As a profession, we have slowly evolved to adapt to the needs of our customers, and the partnership between ReadyWhen and Estateably represents a big step forward, ”said Jessie Vaid, Founder and CEO of ReadyWhen. “This partnership can help so many families save time and money, but from a business perspective, it puts an easy-to-use solution at their fingertips, helping to increase retention of existing customers and next generation.

About Estateably

Founded in 2018, Estateably develops cloud-based solutions for North American trust and estate practitioners. Its flagship product is an award-winning workflow and productivity tool that helps streamline estate administration by automating the completion of estate court and case law letter forms, simplifying the entry of inventory and records. estate accounting and enabling one-click reporting to estate stakeholders. Since its launch in January 2021, the platform has been feeding the estate and trust administration practices of more than 300 companies. For more information visit www.estateably.com

About ReadyWhen

Founded in 2019, ReadyWhen is the only holistic digital property management platform in Canada. With apps for consumers and professionals (financial and legal), its platform makes proactive planning simple, secure and fast. For the consumer, there are guided paths to ensure that they can build, store, and share a comprehensive estate plan. For professionals, there are tools for fast, efficient and encrypted integration to help them save administrative time and costs. To learn more, please visit:

W: www.prêtàquand.ca

LI: https://www.linkedin.com/company/readywhen-tech-inc

View source version on businesswire.com:https://www.businesswire.com/news/home/20211124005497/en/

CONTACT: Media contact:

Sachin bhalla

[email protected]

KEYWORD: UNITED STATES NORTH AMERICA CANADA NEW YORK

INDUSTRY KEYWORD: MOBILE / WIRELESS TECHNOLOGY OTHER PROFESSIONAL SERVICES LEGAL INSURANCE FINANCE CONSULTATION CONSUMER PROFESSIONAL SERVICES OTHER TECHNOLOGICAL NETWORKS OTHER CONSUMERS INTERNET DATA MANAGEMENT

SOURCE: Ready When

Copyright Business Wire 2021.

PUB: 11/24/2021 08: 00 / DISC: 11/24/2021 08:02

http://www.businesswire.com/news/home/20211124005497/en

Copyright Business Wire 2021.


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