Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

FP Alpha is an advanced planning platform powered by AI that allows financial advisors to enhance their comprehensive planning capabilities by simply uploading essential documents like tax returns, wills, trusts, and insurance policies. Once these documents are uploaded, the platform efficiently processes and extracts vital data, revealing actionable insights across various planning areas such as estate, tax, and insurance, while also quantifying the benefits of advice through visual reports and customizable deliverables. Covering over 16 different planning domains, it features modules like Estate Snapshot and Estate Planning Lab, which transform intricate legal documents into easy-to-understand summaries and flowcharts, model alternative strategies, and calculate potential savings. Additionally, the platform includes tools like Tax Snapshot and Tax Projector, which help users forecast federal and state tax outcomes over multiple years, evaluate different scenarios such as Roth conversions or charitable contributions, and seamlessly integrate these insights into current advisory practices. By streamlining the planning process, FP Alpha empowers financial advisors to deliver more informed and strategic advice to their clients.

Description

LegalZoom offers comprehensive legal solutions designed to assist individuals and businesses in various needs, including starting a new venture, filing trademark applications, creating wills, establishing living trusts, managing bankruptcy processes, and navigating a range of other legal issues relevant to small businesses and families. Recognizing the complexities involved in launching a business, we provide tailored services for forming LLCs, corporations, filing DBAs, and fulfilling essential legal obligations associated with business operations. If you're looking to safeguard your intellectual property, LegalZoom also provides services for trademark and copyright registration, along with support for patent applications. It is crucial for everyone to have both a last will and testament as well as a living will, and we ensure that you can prepare these documents quickly and cost-effectively through our platform. For clients with more intricate planning requirements, we offer a living trust service to address those specific needs. Additionally, all of our services come with the option for consultation with a qualified lawyer and a tax professional, ensuring you have expert guidance throughout the process. This commitment to accessible legal support makes LegalZoom a valuable resource for both personal and business legal matters.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Claude No 
Computer for Counsel No 
Designjoy No 
Doola No 
Earth Class Mail No 
MoneyGuide Yes 
Nitrogen Yes 
Orion Yes 
PreciseFP Yes 
Redtail CRM Yes 
Salesforce Yes 
Volusion No 
Wealthbox Yes 

Integrations

Claude Yes 
Computer for Counsel Yes 
Designjoy Yes 
Doola Yes 
Earth Class Mail Yes 
MoneyGuide No 
Nitrogen No 
Orion No 
PreciseFP No 
Redtail CRM No 
Salesforce No 
Volusion Yes 
Wealthbox No 

Pricing Details

$1,125 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

FP Alpha

Founded

2018

Country

United States

Website

fpalpha.com

Vendor Details

Company Name

LegalZoom

Founded

2001

Country

United States

Website

www.legalzoom.com

Product Features

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Product Features

Business Filing

Annual Reports Yes 
Business Licenses Yes 
Copyright Yes 
Corporate Dissolution Yes 
Corporation (C Corp) Yes 
Doing Business As (DBA) Yes 
Limited liability company (LLC) Yes 
Nonprofit Yes 
Operating Agreements Yes 
Patents Yes 
Registered Agent Services Yes 
S Corp Yes 
Sole Proprietorship Yes 
Trademark Registration Yes 

Virtual Mailbox

Check Deposit Yes 
Mail Forwarding Yes 
Mail Scanning Yes 
Mail Shredding Yes 
Physical Address Yes 
White-Label Platform No 

Alternatives

Alternatives

Block Advisors Reviews

Block Advisors

H&R Block
Wealth Docx Reviews

Wealth Docx

WealthCounsel