WYNKFILE™: A VALUABLE RESOURCE FOR YOUR CLIENTS

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. 

 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™.