Your Next Generation of Customers Expect an
Easy Digital, Secure Experience
How are you planning to keep them?
illuminote - securely register, manage & authenticate legal records for trust & estate plans
FACT: The Great Wealth transfer is on the way
Advisors Must Embrace Digital Estate Planning as an Essential Component of Modern Financial Planning for the Next Generation of Clients.
D.A.R.C. i. Registry
Your Solution to Multi-Generational Estate Planning
Most American wealth is held by older Americans and is now being passed on to later generations. With D.A.R.C.i. instantly stay informed with your clients’ latest updates, boost generational asset retention rates, and enhance your firm’s financial performance by drastically cutting down time, cost, and risks linked to manual reviews.
D.A.R.C.i.
Securely register, manage & authenticate legal records for trusts & estate plans.
Digital Assent Registry & Clearinghouse by illuminote is the first platform developed for financial advisors, institutions, lawyers, and individuals to digitally control assent by securely registering, managing, & authenticating legal records such as trusts & estate plans in one place, guaranteeing the accuracy of legal data & eliminating the costly risks associated with paper-based documents.
Offer multi-generational estate planning
Immutably preserve all legal records
Create a reliable chain of evidence
Keep all stakeholders up-to-date
Manage Legal Records Anytime from Anywhere
But do you have THE document?
FACT: In litigation you don’t just want a document; you need THE document
But in estate planning, legal records are still on paper.
With no central repository that allows for digital authentication, legal documents still require manual document reviews, exposing institutions and consumers to forgery, fraud, litigation, human error, and liability.
With the D.A.R.C. i. Registry confidently authenticate and stay updated on the latest version of client legal records.
We hear all the horror stories nobody wants to talk about.