Turn Estate Planning Into Your Practice's Growth Engine
Accelerate the growth of your insurance, accounting, or wealth management practice with a comprehensive in-house estate planning platform.
Estate planning as a lead generation tool to discover AUM and cross-sale opportunities.
Efficient, Affordable Estate Planning
Modern estate planning that delivers premium results in half the time. Give your clients the service they deserve without the traditional complexity.
Seamless Communication between Attorneys and Clients
Stay connected and maintain clear communication channels between all parties involved in the estate planning process.
Unlock Cross-sale Opportunities
Identify and capitalize on valuable opportunities within your client base through comprehensive estate planning insights.
Service Your Entire Book of Business In-house
Provide comprehensive estate planning services directly through your practice, enhancing client relationships and trust.
Custom Enterprise Solutions
Get a tailored solution that perfectly fits your practice's needs. Contact us to discuss your requirements and receive personalized pricing.
Contact Us for Enterprise Pricing
Our enterprise solutions include:
- Custom document automation solutions
- Volume-based pricing
- Priority support
- Custom integration options
- Dedicated account management
- Training and onboarding support
Ready to Transform Your Practice?
Join the growing network of professionals who are revolutionizing their practice with modern estate planning solutions.