Trusted by 1M+ families and advisors.

#1 in estate planning with white glove services and support. Let us guide your clients through the process, step-by-step, so that you can focus on what you do best.

01

Drive growth & AUM.

  • Turn estate planning into a growth engine.
  • Surface hidden assets and outside accounts.
  • Build relationships with heirs to retain wealth across generations.

02

Deliver standout client value.

  • Offer a modern, seamless estate planning experience.
  • Scale personalized advice with smart tools and AI.
  • Earn loyalty and referrals with a guided client journey.

03

Rely on trusted expertise.

  • Seamless estate planning so you can focus on the big picture.
  • Built-in compliance and access to our nationwide network of 350+ attorneys.
  • Backed by the #1 platform trusted by 17,000+ advisors.
Advisors

Estate planning, handled. So you can focus on advising.