ADVISORS

Grow your  business with  estate planning

Attorney-embedded software designed for advisors.

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what we offer

Why advisors choose us

Custom  estate plans

Legally sound documents

Collaborate with actual attorneys

New leads with value prospecting tools

Build relationships with the next generation

Maintain control of your client’s experience

For individuals

Advisor Subscription

Comprehensive documents

Client dashboard & tracking

24/7 in app chat for clients

Attorney network access

Dedicated account manager

Advisory resource center

Marketing materials

Premium printing & shipping

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Grow your business with estate planning