WYNKFILE™: A VALUABLE RESOURCE FOR YOUR CLIENTS

WYNKfile™ Complements the Services of Estate Attorneys and Financial Advisors

At Organized Legacy, our Estate & Legacy Organizer, WYNKfile™, is designed to support Estate Attorneys and Financial Advisors by offering a comprehensive document organization tool that seamlessly integrates with the services you provide to your clients.

WYNKfile™ enhances your clients' estate and financial planning experience by providing a simple and efficient way to organize important documents. Whether your clients are preparing for estate planning or managing their financial future, WYNKfile™ ensures that all essential paperwork is accessible and in order.

Why Introduce Your Clients to WYNKfile™?

Streamlined Client Experience:

WYNKfile™ simplifies document organization, helping clients stay on top of their vital information and making estate and financial planning more efficient.

Improved Client Outcomes:

Streamlined Client Experience:

Introducing WYNKfile™ gives your clients the structure they need to stay organized, reducing delays and making estate and financial planning more seamless.

Additional Value for Clients:

Streamlined Client Experience:

Additional Value for Clients:

Offering WYNKfile™ to your clients reflects your commitment to their preparedness and organization, adding an extra layer of support that enhances your services.

You Can Help Your Clients Get Organized

Exclusive Referral Partner Pricing

As a valued advisor, you can offer WYNKfile™ to your clients in two ways:

Client Gifts or Onboarding: Purchase WYNKfile™ in bulk to provide as a thoughtful gift or as part of your onboarding process, showing your commitment to their organization and preparedness. Bulk pricing is available for 10 or more, allowing you to offer this resource at a special rate.

Exclusive Client Discount: Prefer to pass on savings directly? We offer referral partners a unique discount code to share with their clients, providing them with exclusive savings on WYNKfile™.

Ready to Learn More?

If you’d like to explore how WYNKfile™ can complement your services, reach out to us today by sending us an email, or book a discovery call. We look forward to helping you and your clients stay organized and prepared for the future.

Book a Discovery call

Disclaimer: The information and services provided on this website is for educational and informational purposes only. It is not intended to constitute legal, financial, or professional advice. Readers are encouraged to seek the advice of qualified professionals regarding their individual circumstances and specific legal or financial concerns. No attorney-client or advisor-client relationship is established by accessing or using the information or services presented on this website.

WYNKFILE™: A VALUABLE RESOURCE FOR YOUR CLIENTS

WYNKfile™ Complements the Services of Estate Attorneys and Financial Advisors

Why Introduce Your Clients to WYNKfile™?

Streamlined Client Experience:

Streamlined Client Experience:

Streamlined Client Experience:

Improved Client Outcomes:

Streamlined Client Experience:

Streamlined Client Experience:

Additional Value for Clients:

Streamlined Client Experience:

Additional Value for Clients:

You Can Help Your Clients Get Organized

Exclusive Referral Partner Pricing

Ready to Learn More?

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