Announcing Beta Testing for Our Innovative Drafting App
We are excited to announce that our cutting-edge drafting app is entering a new phase of beta testing from June 2024 through August 2024, specifically with attorneys. This follows the initial beta testing phase that began in April 2024 with Family Leaders and the public B2C market, which is ongoing and providing invaluable feedback.
A Vision for Comprehensive Legal Solutions
On the B2B side, our vision is to create a comprehensive software platform that revolutionizes the way law firms manage their legal planning processes. Our platform aims to:
- Draft Legal Plans:
- Seamlessly draft comprehensive legal plans, including trusts, wills, and other strategic documents.
- Document Storage and Collaboration:
- Store these documents on a secure portal platform where clients can access, collaborate on revisions, participate in Q&A sessions, and approve documents efficiently.
- Attorney UI for Process Management:
- Provide a user interface for drafting attorneys that manages marketing, sales, document production, and the approval process, iterating on the EPIC framework to ensure continuous improvement and client satisfaction.
Naming the Platform
While we have not yet officially named the platform, we received a compelling suggestion from one of our beta testing attorneys. She noted that within the family wealth-building model, the suite of solutions we offer could be aptly named “Wealth Bunker.” This name reflects the comprehensive, all-in approach to wealth management and legal planning, encompassing all known trusts, wills, and strategies we provide for families who take a long-term view of their financial security.
Wealth Bunker: A Name That Resonates
The name “Wealth Bunker” perfectly encapsulates our mission to provide a fortified, all-encompassing suite of legal solutions designed to protect and grow family wealth. It suggests a strong, secure foundation where families can trust that their legal and financial strategies are solidly protected and expertly managed.
Conclusion
We are enthusiastic about the ongoing beta testing phases and the valuable insights we are gaining from both Family Leaders and the legal professionals participating. This collaborative effort is helping us refine and perfect our platform, ensuring it meets the high standards of functionality, security, and ease of use that our clients and partners expect.
We look forward to sharing more updates as we progress and thank all our beta testers for their invaluable contributions. Together, we are shaping the future of legal planning and wealth management with a platform that truly embodies the spirit of comprehensive, long-term family wealth protection—potentially under the name “Wealth Bunker.”
Thank you for your continued support and collaboration.
For more information and to participate in our beta testing, please contact us at [your contact information].
