All-in-one subscription pricing that’s legally guided from the start, built to scale, and ready to serve every client with confidence.
For pricing book a demo.
Every part of our platform supports accuracy, compliance, and your client relationships—without adding to your workload.
Every plan runs on attorney-led logic, with built-in legal reviews—never optional, never an upsell.
Our platform helps you uncover assets, deepen trust, and keeps you in the conversation across generations.
Offer high-trust, high-impact estate plans that go beyond templates and deepen your value with every named beneficiary.
Combine automation with live support from legal ops, attorneys, and trained experts.
Book a demo to discuss pricing. No matter how you support clients—advising, managing, or practicing law—our pricing model supports outcomes that last.
Modern estate planning, no legal guesswork. You lead the relationship—we handle intake, documents, fulfillment, and outcomes.
Book a demoGrow your practice with smart tools that handle the admin, so you can stay focused on the legal work that matters.
Book a demoOffer compliant estate planning that builds multigenerational loyalty—no legal hires, tech buildout, or internal lift required.
Book a demoOver the next two decades an estimated $124T in total assets is anticipated to transfer in the U.S.
Opportunity to serve the 180 million adults in the U.S. who have neither a will nor a trust is at an all-time high.
Over 1,200,000+ documents on our platform are helping families across the country.
Book a quick demo to explore features, get pricing, and see how attorney-led planning can grow your business.
Book a demo