Quiz

What best describes your firm?

Independent RIAHybrid RIA/BDBank or trust companyMulti-family officeOther

Why we’re asking:

This gives us a sense of how your practice operates and current technology needs.

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Approximately how many client households do you serve?

Under 100100–250250–500Over 500

Why we’re asking:

This helps us understand the overall scale of your practice.

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How would you describe your current estate planning approach?

We mostly refer clients outWe coordinate plans, but don’t typically touch documentsWe actively review and guide estate plansEstate planning is a core part of our value propositionNot applicable–estate planning isn’t currently part of our offering

Why we’re asking:

This provides clarification for how estate planning fits into your practice today.

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What typically happens after you refer a client to an estate attorney?

We’re largely out of the loopWe get updates if we askWe’re copied but not meaningfully involvedWe stay actively involved throughout

Why we’re asking:

This helps us better understand how the referral process works for you today.

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How familiar are you with your clients’ existing estate plans?

Very unfamiliar Somewhat unfamiliar I’m unsure Somewhat familiarVery familiar

Why we’re asking:

This gives us insight into your current experience with client estate planning.

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What are the most common stalls you have experienced in estate planning conversations? (select all that apply)

Getting clients to start the planning process Legal complexity slows things downAttorney coordination is challengingPlans get created, but assets never get properly transferredIt’s difficult to standardize across clients

Why we’re asking:

This helps surface the most common obstacles you run into.

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Roughly what percentage of your clients have “complex” planning needs? (e.g. trusts, multi-state property, blended families, business interests)

Less than 25%25–50%50–75%More than 75%

Why we’re asking:

This gives us insight into your clients' typical planning needs.

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Do you currently review estate documents as part of your ongoing planning process?

NoOnly when issues come upOccasionallyYes, regularly

Why we’re asking:

This shows us how estate document review fits into your process.

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What prompted you to explore estate planning software now? (select all that apply)

Why we’re asking:

This helps us understand what’s driving your current search.

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Do you have clients in multiple states?

NoYes

Why we’re asking:

This helps us understand if you have state-specific client needs.

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Your results

Based on your responses, estate planning is an important part of how you serve your clients. Here’s why we might work well together.

You’re committed to estate planning with lots of demand.
Your clients have complex needs and details matter to you.
Including an attorney-led estate experience would improve the planning process.

We appreciate you taking the time. We’d love to talk through your options.

Chat with our team

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What best describes your firm?

Approximately how many client households do you serve?

How would you describe your current estate planning approach?

What typically happens after you refer a client to an estate attorney?

How familiar are you with your clients’ existing estate plans?

What are the most common stalls you have experienced in estate planning conversations? (select all that apply)

Roughly what percentage of your clients have “complex” planning needs? (e.g. trusts, multi-state property, blended families, business interests)

Do you currently review estate documents as part of your ongoing planning process?

What prompted you to explore estate planning software now? (select all that apply)

Do you have clients in multiple states?

Your results