LightYear Docs is years ahead of the world in the development of strategy automation making it easier for accountants and financial planners to complete complex strategies in record time and for little direct outlay …. But for big revenue fees. Look at industry leading asst protection strategy The Protector or the Moat – a comprehensive multi-document estate plan or the beast of all beasts The Moat and Castle which does asst protection, succession and estate planning in only 30 minutes but from a client point of view is chargeable upwards of $10,000 in fees.
Although the automation appears simple, hundreds if not thousands of hours have gone into their development and there are a lot of hacks, tips and traps when using the automation. It is definitely not for beginners which is one of the reasons that we are providing advanced training