About us

We’re powering the future of estate planning

Our mission is to empower advisors and attorneys to grow their business with best-in-market tools that are reliable, compliant, and easy to use.
Estate guru

Why people choose us

Attorney-guided software
Prospecting and 
lead generation
Tailored estate plans
30+ years of estate planning experience
Printing and
shipping services

Our story

With thousands of satisfied clients under our belt, we knew estate planning could be simpler and smarter. That’s why we brought together the best of the best: techies, lawyers, financial planners, and visionaries, all working toward the same goal—to create a tool that would streamline estate planning for advisors, lawyers, and institutions, without losing quality and experience.

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