Platform update: Exceptional planning starts here

You help clients make some of life’s most important decisions. That takes more than templates — it takes exceptional tools that reflect real lives, real priorities, and legal confidence at every step.

This update builds on what’s always set the platform apart — giving you even more flexibility in how you work, while reinforcing the legal integrity your clients expect.

Built Around How You Work

Planning isn’t one-size-fits-all. The platform adapts to how you deliver estate plans — whether you're fully guiding the process or letting clients take the lead.

Client Types 

Choose how each client works with you:

Full Service: You guide the process directly

Assisted: You stay available while they progress

Self Service: The client moves independently

Sandbox Mode 

Formerly “demo mode,” Sandbox is now built into your dashboard — no separate login required.

Visual Tools for the Plan

New features help you and your clients see the full picture and understand decisions clearly.

• Sortable Tables
  Static lists have been replaced with tables you can sort, filter, and scan quickly — making reviews easier.
• Plan Diagrams
  Interactive visuals show who’s involved, how roles connect, and where assets go — helpful for client and beneficiary conversations.
• Bequest Controls
  Define alternates for any gift, include per stirpes distributions, and add backup instructions for specific scenarios.

Distribution Timing and Role Assignments

Define exactly when beneficiaries receive assets — by age or by date — and document the advisor who helped structure the plan, directly in the trust.

• Preferred Investment Advisor
  Planners can be named directly in the trust document, making ongoing asset management roles clear and intentional.
• Age- and Time-Based Trust Distributions
  Set up distribution stages based on age or fixed timeframes — useful when assets need to be held until a certain age or released over time.
• Multiple Life Estates
  You can now include more than one life estate beneficiary in a single plan — with distinct remainder instructions.

Security and Access

Secure sharing and access controls — with multi-factor authentication and document sharing permissions for planners and clients.

• Multi-Factor Authentication
  Available via SMS or email for added account protection.
• Plan Sharing Controls
  Planners and clients choose which documents to share and who can see them.

Your Support Experience

• Real-Time Support
  Our support team is equipped to step in when needed — trained on the platform, familiar with the process, and ready to help resolve questions without delay.
• Help Center:
  ‍Searchable articles, with results tailored to your role (for full access ligin is required).‍
• Karla AITrained on product workflows, Sidebar AI supports planners and clients with in-platform guidance and clear answers when questions come up.