Simply the complex
Great advisors make complex things simple to understand. It's one of the things your clients appreciate most. Other options often make estate planning overly complex and intimidating.

Your clients trust you
Advisors have Kleenex in their meeting rooms for a reason. Clients trust you with deeply personal and difficult conversations. They don't want to go to a stranger for an estate plan transaction.

You are the QB
You may never have completed a pass in your life, but you are the quarterback of your client's financial life and already have most of the information and context needed to help them complete their estate plan.

Estate Planning Software Built for the Trusted Advisor
Your clients want and need a trusted human to walk with them through their estate planning process. Most estate planning software ignores this truth and is built directly for consumers.

We are different. Every decision we make is framed in how we can deepen the value that you, the trusted advisor, can deliver to your relationship with your clients. You own the relationship with your clients, not us!