Solution introduction
Smart estate planning software
Smart, attorney-guided software built for advisors and institutions
What we offer - Attorney-approved documents
- Revocable trusts
- Last will & testaments
- Powers of Attorney
- Healthcare directives
- Funding guides
- Special needs trusts
Pick your solution
- Advisors - Provide tailored estate plans and legally sound documents with attorney-guided software helping you every step of the way.
- Institutions - A solution that's scalable, seamless, and compliant. Perfect for prospecting and custom integrations.
- Attorneys - An out-of-the-box solution to help you build a thriving network of clients and boost your revenue.
