Estate & Insurance Planning
Visual estate planning with diagrams, document generation, client collaboration.
Visual estate diagramsAuto-generate documentsClient collaboration portalTrust funding tracker+2 more
From $199/mo per firm
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Estate & Insurance Planning
3 Tools
Estate planning, insurance analysis, legacy planning, and wealth transfer
All Tools
3 toolsEstate & Insurance Planning
AI estate documents, visual mapping, trust funding, client collaboration.
AI document generationVisual estate mappingTrust funding workflowsClient collaboration+2 more
From $149/mo per advisor
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Estate admin & trust accounting: probate, tax filings, beneficiary comms.
Probate automationTrust accountingEstate tax returnsBeneficiary portal+2 more
From $299/mo per firm
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