Protect Your Family From Drawn Out Legal Processes
With our trust and estate planning software, you can effortlessly secure your wealth and ensure your assets are distributed according to your precise wishes.
Our platform simplifies the process, minimizing legal complexities and providing a clear, structured approach to managing your estate. This means not only protecting your financial legacy but also making sure it’s passed on seamlessly and efficiently.
Detailed Discovery
With our advanced software, safeguarding your wealth becomes a streamlined process. Effortlessly manage and secure your assets, ensuring they are distributed exactly as you intend.
Track and manage all your assets in one place
Ensure every asset and wish is covered
Our platform learns by your responses and makes suggestions based on your inputs
Leave no stone unturned to your assets and last wishes
Simplified Legal Process
Our platform simplifies estate planning by simplifying complex legal procedures. Navigate through the intricacies of estate management with ease, reducing legal burdens and uncertainties.
User-friendly interface for easy navigation of legal procedures
Guided steps to ensure compliance with estate laws
Access to up-to-date legal resources and information
Streamlined document preparation and management
Structured Estate Planning
Benefit from our clear, structured approach to estate planning. Our software provides a comprehensive framework for managing your assets, ensuring your financial legacy is protected and efficiently passed on.
Clear templates for organizing estate plans
Tools for setting specific terms for asset distribution
Integrated planning options for various asset types
Ability to modify and update plans as life circumstances change
Seamless Asset Distribution
Ensure a seamless and efficient transfer of your wealth to your beneficiaries. Our software is designed to facilitate smooth asset distribution, adhering closely to your specific wishes and minimizing potential disputes.
Automated processes for efficient asset transfer.
Detailed beneficiary designation options
Provisions for handling complex distribution scenarios.
Options for setting up trusts and other distribution mechanisms
Our Plans
Emerging Wealth
Up to $1m in Assets
Introductory Estate Planning Tools
Annual Expert Consultation
AI Powered Estate Scenarios
Ongoing Legal Updates
Community Forum Access
Financial Health Checkup Tools
Start Building Your LegacyEstablished Wealth
$1-5m in Assets
Personalized Estate Platform
Bi-Annual Strategy Consultations
Expanded Legal Resources
AI Powered Estate Scenarios
Wealth Growth Plan
Priority Support
Optimize Your Wealth JourneyLegacy Wealth
$5m and above
Private Client Retreats
24/7 Dedicated Support
Generational Wealth Planning
Advanced Investment Strategies
Quarterly Consultations
Customized Estate and Trust Plans
Craft Your Legacy Plan