Solution introduction

Lifestyle management made simple

Streamline every aspect of lifestyle management, from your daily activities and real-property asset inventory to interfacing with family members, staff, and trusted providers

Safeguard your interests
Our dynamic platform facilitates communication, guaranteeing the secure sharing of sensitive information, and bringing fragmented teams together in one space.

Lifestyle management simplified on one platform

Real-time insights
EstateSpace gives you new insights without the administrative strain so you can easily govern your legacy, increase wealth, and reduce risk. With EstateSpace, your perspective is no longer limited to half the picture or outdated information. Everything you need to start managing succession in real-time is at your fingertips.

Reporting and analytics
We believe you should have control of your data and the ability to share it securely. EstateSpace helps you move from a document-based system to a data-based system, allowing you to view your information how you see fit. Your data powers analytics to help drive continuous improvement in real time.

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