Add estate planning to your practice — under your own firm's name, prepared by licensed attorneys, run by AI intake. You stay the trusted advisor when the money moves to the next generation.
Built for solo RIAs, small firms, and insurance & annuity advisors.
When a client passes, the assets move to the next generation. Most heirs leave the parents' advisor within a year — because you never met the kids. You know who did? The attorney who wrote the estate plan. Every time you refer estate planning out, you hand your relationship to your replacement.
It's the one moment you get face-to-face with the heirs — the beneficiaries, the next generation, the people who decide where the money goes next — before it moves. Done right, estate planning isn't a cost center or a referral you give away. It's the highest-ROI client-retention system in your practice. That's what we built, and that's what you offer under your own name.
A yearly license. You don't operate software or hire an attorney. We run the engine; you keep the relationship and the credit.
Wills, revocable living trusts, powers of attorney, healthcare directives — prepared with licensed attorney oversight, delivered digitally and as a bound binder. You never practice law.
Your client completes a warm, guided assessment with an AI specialist — no paralegal, no back-and-forth, no time from you. Natural, professional, and fluent in estate planning.
See every client's plan status and — the part that matters — their beneficiaries and heirs. The introduction to the next generation, captured before the transfer.
Everything carries your firm's name. The client experiences you offering estate planning — not a vendor. You stay the trusted advisor, start to finish.
One click in your dashboard sends your client a branded invitation to start their plan.
The AI specialist guides them through a warm assessment of their family, assets, and goals. No work for you.
Licensed attorneys draft the documents. Your client gets digital access plus a professionally bound binder.
The plan, the beneficiaries, and the heirs all land in your dashboard — your bridge to the next generation.
You never give legal advice or draft a document — so you never cross into the unauthorized practice of law. You introduce, coordinate, and stay the relationship. Every legal step is owned by a licensed attorney behind the scenes. That's the line, and you stay safely on the right side of it.
Rachel isn't a salesperson — she's a financial advisor, just like you. She added Estate Planning as a Service to her own practice and stopped handing clients to the attorney down the street. Ask her how it actually works, advisor to advisor.
Curious what your clients would experience? See the client demo →
No. You never practice law. You facilitate the relationship; licensed attorneys prepare every document. Your role is the one you already play — the trusted advisor who coordinates your client's financial life.
Yours. Your client experiences your firm offering estate planning. We run the engine in the background; the relationship, the credit, and the brand stay with you.
A warm, guided intake with an AI estate-planning specialist, then attorney-prepared documents delivered digitally and as a bound binder. See the client demo →
It's a yearly license. Pricing depends on the size of your book and how you want to offer it to clients — as a new revenue line or as a retention perk. We'll walk through the numbers on your consultation.
Days, not months. Once we configure your firm in the dashboard, you can invite your first client the same week. We handle the setup with you on the consultation.
Book a 30-minute consultation. We'll show you the platform, the economics, and exactly how it fits your practice.