Our core belief
We believe that an estate and inheritance plan is an individual’s most personal document containing deep wishes about family, wealth, and death. Every adult American should have access and opportunity to a lifelong estate plan – one they can continue to shape as their lives evolve. 

In our endeavor, we aspire to transcend a singular financial focus and also incorporate a societal impact into our mission. We are confident we can profitably integrate such impact into the core economics of our business.