Estate planning software
for lawyers, advisers and accountants.
Manage estate planning from client engagement and information gathering through to legal documents, signing and storage.
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Bring your team, clients and referral partners into one coordinated process, with lawyers providing the legal advice and approving the final documents.
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Delegate discovery to staff and clients
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Receive better-prepared referrals
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Control fees, advice and documents
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Pay per accepted matter or monthly package
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Lead discovery or refer to a lawyer
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Bring your knowledge of the family
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Strengthen intergenerational relationships
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Pay per client or monthly package
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Share entity and trust information
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Support clients through discovery
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Work alongside the client’s lawyer
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Pay per client or monthly package
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Add a practical adviser service
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See progress across your network
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Coordinate branding and onboarding
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Build an advice network that lasts for generations
One process. The right pathway for every client
Some clients complete discovery online, some are guided by practice staff or their adviser, and some are referred straight to a lawyer.
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Whichever pathway fits, the lawyer gives the legal advice and approves the final documents.
1
Discovery
2
Review
Select a lawyer
3
4
Quote
5
Documents
Sign and store
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