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Washington, U.S.A — On October 12, The American College of Trust and Estate Counsel (ACTEC) announced the official launch of ACTEC Wealth Advisor, an iPad application targeted to financial service professionals and other advisors in wealth management. ACTEC Wealth Advisor provides wealth management professionals with mobile access to ACTEC-endorsed resources previously available only to ACTEC members.
The introductory version of ACTEC Wealth Advisor is currently available for complimentary download on the Apple App Store. Future versions of ACTEC Wealth Advisor may include premium content at a subscription rate.
“ACTEC is pleased to offer select proprietary resources as a mobile reference to our members and to those who serve as financial advisors,” said ACTEC President Louis A. Mezzullo. “When on the road meeting and advising clients, we now have more immediate access to some of the tools utilized when counseling individuals and family businesses.”
The app includes convenient access to frequently-cited estate planning statutes presented in state-by-state summaries, relevant tax rates and calculators and insightful articles that examine developing trust and estate issues.
Tools allow users to: