Estate planning software

Elevate client relationships with modern estate planning

Simplify estate planning Deliver differentiated advice and added value to planning conversations with your clients.

Deepen client relationships Expand relationships with your clients to get a better understanding of their legacy goals.

Scale your estate planning offering Turn estate planning into a continuous conversation across every client.

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Deliver a whole new estate planning experience. Talk to our sales team today.

Trusted by leaders in wealth management and estate planning

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