Solution introduction

Estate planning should be simple, affordable & inclusive

We’ve helped hundreds of thousands of families create their Estate Plans, and we’re just getting started. We’re enabling every American to create a plan that’s customized to fit their needs, their life, and their legacy

We’re making estate planning simple, affordable, and accessible with a design-first approach and amazing customer support. We have tens of thousands of happy customers using our complete suite of products nationwide. We’re enabling every American to create a plan that fits their family, their life, and their legacy. 

We’re backed by some of the leading names in venture capital including Revolution’s Rise of the Rest, Western Technology Investments, Luma Launch, Halogen Ventures, and Techstars, as well as a prominent list of angel investors who all believe in our mission to help everyone leave a legacy they can be proud of.

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