JCWT - Estate Planning
Finance
Free · Designed for iPad. Not verified for macOS.
Organise and manage your asset portfolio effortlessly with the JCWT – Estate Planning app. Here’s how you can enhance your financial management and estate planning:
• Keep track of properties, pensions, investments, bank accounts, insurance policies, and more.
• Sort your assets for easy navigation and management.
• Provide descriptions and account details for each asset, including assigning monetary values to each asset
• Clearly define ownership of each asset for transparency and ease of access.
Once your assets are recorded, you can:
• Adjust asset values as needed and monitor your overall portfolio total.
• Keep a history of all updates for reference.
Additionally, you have the option to:
• Share your asset information with your partner, family, and trusted advisors for streamlined financial and estate planning.
• Enable financial advisors or estate planners to provide tailored recommendations based on your asset list.
JCWT - ESTATE PLANNING — EASY, SAFE & SECURE.
Ratings & Reviews
- This app has not received enough ratings or reviews to display an overview.
Orientation fix
The developer, Start Software, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- START TECHNOLOGY SOFTWARE LIMITED
- Size
- 26.9 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPad
Requires iPadOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
18+
- 18+
- Copyright
- © Start Software