ADVISORS

Grow your 
business with 
estate planning

Attorney-guided software designed for advisors.
what we offer

Why advisors choose us

Custom 
estate plans
Legally sound documents
Collaborate with actual attorneys
New leads with value prospecting tools
Build relationships with the next generation
Maintain control of your client’s experience
For individuals

Advisor Subscription

Comprehensive documents
Client dashboard & tracking
24/7 in app chat for clients
Attorney network access
Dedicated account manager
Advisory resource center
Marketing materials
Premium printing & shipping
$59 / month
$375 / year

Looking for a
scalable solution?

FOR Teams
Enterprise
Everything in advisor subscription +
Unlimited users
User/seat management
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