ElliPlanner™ Professional 10-Pack

Equip Your Clients with the Tools They Need to Get Organized

As a financial advisor, estate attorney, or CPA, you know that client preparedness makes your job easier — and protects the people you serve. The ElliPlanner™ is the all-in-one life & estate organizer designed to help your clients document everything that matters: assets, accounts, insurance, healthcare directives, and more.

Introduce the 10-Pack and Save 25%

Order a 10-pack of ElliPlanner™ organizers and give every client a head start on getting organized — at a price that makes sense for your practice.

Option	Price	Per Unit	Savings
Single ElliPlanner™	$39.99	$39.99	—
10-Pack (Professional)	$299	$29.99	25% off

Co-Branded Option Available

Want to make a lasting impression? We offer a co-branded ElliPlanner™ featuring your firm's name and logo on the cover. It's a thoughtful, high-value gift that keeps your brand top of mind every time a client opens it.

Co-branding is available on orders of 10 or more. Contact us to discuss your co-branding options.

Why Professionals Choose ElliPlanner™

• Saves time in client meetings — clients arrive with their information organized and accessible
• Reduces back-and-forth — fewer follow-up calls chasing down account numbers and beneficiary details
• Strengthens client relationships — a practical gift that demonstrates you care about their long-term wellbeing
• Supports estate planning conversations — a natural companion to wills, trusts, and advance directives

What's Inside ElliPlanner™

Each organizer includes dedicated sections for:

• Personal & family information
• Financial accounts & investments
• Insurance policies
• Real estate & property
• Healthcare & medical directives
• Digital accounts & passwords
• Final wishes & funeral planning

Order Your 10-Pack Today

Ready to stock up for your clients? Add the Professional 10-Pack to your cart or reach out to us with questions about bulk orders, co-branding, or volume pricing for larger practices.

Questions? Email us or use our contact form — we're happy to work with your firm directly.