Solution introduction
Trusted by 1M+ families and advisors
#1 in estate planning with white glove services and support. Let us guide your clients through the process, step-by-step, so that you can focus on what you do best
Estate planning, handled. So you can focus on advising
EstateOS is the intelligent platform that enables you to strengthen relationships, deliver peace of mind, and scale your business by increasing retention and AUM.
Drive growth and AUM
- Turn estate planning into a growth engine.
- Surface hidden assets and outside accounts.
- Build relationships with heirs to retain wealth across generations.
Deliver standout client value
- Offer a modern, seamless estate planning experience.
- Scale personalized advice with smart tools and AI.
- Earn loyalty and referrals with a guided client journey.
Rely on trusted expertise
- Seamless estate planning so you can focus on the big picture.
- Built-in compliance and access to our nationwide network of 350+ attorneys.
- Backed by the #1 platform trusted by 17,000+ advisors.
