How Easy It Is to Get Started with leafplatinum: Your Hands-Off Solution
leafplanner doesn’t have to be complicated or a large commitment, and with leafplatinum, it’s easier than you could have imagined. Our premium white-glove service is designed to take the stress out of organizing and managing your family’s future, making it a simple and seamless process. Here’s how leafplatinum makes it effortless for you.
Effortless Onboarding: We Do the Heavy Lifting
The moment you’re ready to begin, we handle everything for you. With leafplatinum, your only task is a few simple steps to kickstart the process. Here’s how we make it effortless:
- Concierge Onboarding: From day one, your dedicated concierge team will walk you through the setup process, ensuring a seamless experience. No need to worry about what comes next—we've got it all covered for you.
- Custom leafplanner Construction: Once we understand your needs, our concierge team gets to work crafting a personalized leafplan tailored to your family. No need for endless meetings or spreadsheets—this is all handled behind the scenes.
- We Gather Your Data: Gathering important information can feel overwhelming, but with leafplatinum, we do the legwork. Our team collects everything needed to build your plan, ensuring it’s complete and up-to-date.
4 Simple Things We Need from You
To kick off your subscription with leafplatinum, we’ll need just need you to upload any of the four key items, via our secure portal:
- Balance Sheet – A snapshot of your assets and liabilities to help us structure your leafplanner.
- Personal Financial Statement – Details on your income and expenses for financial alignment.
- Estate Documents – Any existing wills, trusts, or powers of attorney to integrate into your account.
- Family Structure & Key Contacts – Information about your family and advisors to ensure clear communication.
- Excel Sheets – Any information regarding your estate or finances.
Our team can extract large amounts of information from just these four items. Once we have these, our team will take care of the rest, making the process simple and seamless!
A Hands-Off Experience
With leafplatinum, you don’t have to get bogged down with the details. We believe your time is valuable, so we take care of everything—leaving you to focus on what matters most. Here’s how we make it as simple as possible:
- We Handle All the Details: From organizing assets to documenting your family’s structure, we do the work. All you need to do is review —it’s that easy.
- Check-Ins: Once your initial structure information is in place, we’ll check in with you periodically to display that everything is running smoothly and your leafplanner is staying on track. There’s no effort on your part—just peace of mind.
Full Support Every Step of the Way
It’s natural to have questions, but with leafplatinum, you’re never left to figure things out on your own. Our team is always ready to help, and we make it easy to get the support you need:
- Dedicated Concierge Support: Your personal concierge team is there to answer any questions, handle concerns, and ensure that everything is going according to plan. No need to search for answers or make extra calls—we’re here for you.
- Share with Family & Advisors: We make it simple to share your leafplan with your family members and advisors, giving you complete control over who sees what.
Truly Easy, Seamless Experience
At leafplatinum, we understand that life is busy, and organizing your family’s wealth shouldn’t add to the stress. That’s why we’ve designed a system and team that takes care of everything for you. From start to finish, we make it easy to create, manage, and share your family’s leafplan without having to lift a finger.
The Result? A Smooth, Stress-Free Process
In just a few months, you’ll have a fully tailored leafplan, expertly constructed to display your family’s most important information. With everything organized and ready to go, you can rest easy knowing that we’ve handled the hard part. You’ll be able to focus on your family, while we focus on making sure your legacy is secure for generations to come.
Ready to Experience How Easy It Is?
Getting started with leafplatinum is easy—just reach out for a demo. We’ll walk you through the process and show you how simple it can be to stay organized, save time, and plan for the future with confidence.
Contact us today to get started, and let leafplatinum take care of the details, so you don’t have to.
