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This is an example of how an Estate Planner could create a quote to deliver fees to a prospective client by email, following an initial assessment. This is not customer facing but resides within a businesses internal systems.
Please feel free to use the demo system below to generate a quote and email the results to yourself so that you can see an example of how we can present your business to your marketplace.
All artwork and content is bespoke to your firm, the version below currently features fictitious content for demonstration purposes only.
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