A platform powered by legal expertise and built for how you work
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Create clear, secure documents at ease and protect everything you have worked for—all on the only attorney-led estate planning platform.
From intake to signed estate plan, we'll capture every life situation unique to your estate and make sure what matters most gets planned to be passed on to who matters most.
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Put your decisions in writing so your loved ones know exactly what you want—without confusion or conflict.
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Our guided platform makes the process simple and straightforward, helping you plan your estate in less time than you think.
Store, update, and share your estate documents securely in one place, so they’re always accessible when needed.
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From guardianship to inheritance, ensure your assets go to the people you choose at the time you desire—without unnecessary legal hurdles.
Every part of our platform supports accuracy, compliance, and your outcomes—without adding complexity. Here’s how:
Documents built to meet state-specific legal requirements and reviewed by estate planning experts.
Life changes. Your plan should too. Make updates anytime as your circumstances evolve.
Your plan and documents are stored safely online—always accessible when you and your family need them.
Your financial advisor stays connected to your plan, making sure it works in harmony with your overall financial strategy.
From our in-house legal ops team to our dedicated support team, you’ll always have expert guidance when questions arise.
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See exactly how your plan works with interactive visualizations—clear, simple, and easy to explain to loved ones.
Your financial advisor is named directly in your plan, so they remain a trusted guide for you and future generations.
Receive your completed estate plan in a leather-bound binder—organized, durable, and ready for life’s most important moments.
Every family is different. Our platform ensures each document fits the people, the assets, and the moment.
