The Estate Attorney and Other Advisor's
Responsible & Secure AI Companion for
Planned Giving and Estate Planning
The Estate Attorney and Other Advisor's
Responsible & Secure AI Companion for
Planned Giving and Estate Planning
Responsible & Secure AI Companion for
Planned Giving and Estate Planning
Meet Frank™ LITE
Meet Frank™ LITE
What is Frank™ LITE?
What is Frank™ LITE?
Frank™ LITE is an innovative generative AI tool designed to assist estate attorneys and other advisors with questions about complex planned giving and estate planning concepts. Designed to complement any charity's website as an Advisor Resource to be ready to educate the professional advisor.
Frank™ LITE is trained on exclusive, safe and reliable content specifically created and contained within the Gift Planner's Workstation™, making the complex world of planned giving accessible and easy to navigate.
The knowledge base behind Frank™ includes federal and state regulations, expert contributions from Paul Caspersen, Bryan Clontz, and other leaders in the field.
Frank™ LITE is trained on exclusive, safe and reliable content specifically created and contained within the Gift Planner's Workstation™, making the complex world of planned giving accessible and easy to navigate.
The knowledge base behind Frank™ includes federal and state regulations, expert contributions from Paul Caspersen, Bryan Clontz, and other leaders in the field.
Why Choose Frank™ LITE?
Why Choose Frank™ LITE?
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Exclusive Content
Exclusive Content
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Your Site, Your Way
Your Site, Your Way
Experience the ways Frank™ LITE can live on your site:
Experience the ways Frank™ LITE can live on your site:
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Linked Access
Linked Access
Add a link to Max™ anywhere on your site as a button or within text on your site.
As shown below.
As shown below.
Embed into Site
Embed into Site
Our team works alongside you to create a personalized plan, tailored to your unique goals and needs.
As show above.
As show above.