Empower Your Practice with Customized Automation

Key Features:

• Branded Estate Planning Platform: Keep your unique brand and client experience at the forefront with our seamlessly integrated digital solution.
• Smart Questionnaires: Intuitive, customizable intake forms designed to gather precise client information and simplify the estate planning process.
• Unique Template Automation: Instead of generic documents, we auto-generate your specific, attorney-created templates by mapping client data directly from our smart questionnaires into your proprietary documents.
• Centralized Attorney Dashboard: Easily manage client progress, review completed forms, and oversee document generation, all from a single, intuitive interface.
• Secure Client Portal: Provide clients with secure, convenient access to complete questionnaires and review finalized documents.

Benefits for Attorneys:

• Rapid Go-To-Market: Launch your personalized, branded estate planning solution within just a few weeks. Simply provide us your templates, and our platform does the rest.
• Expand Reach & Impact: Serve broader demographics, including underserved communities, by offering streamlined, affordable digital estate planning solutions.
• Maintain Personalization: Preserve the integrity and uniqueness of your estate planning services. Our system adapts precisely to your existing products and custom templates.
• Cost-Effective Scaling: Achieve greater efficiency and serve more clients with minimal overhead, all while enhancing client satisfaction and operational simplicity.

Benefits for Clients:

• Convenience & Accessibility: Clients complete their estate plans easily and securely from anywhere, reducing the need for repeated in-person consultations.
• Tailored Experience: Every client interaction reflects your practice’s unique approach, reinforcing your brand and personalized service.
• Enhanced Security: Robust security measures protect sensitive client information throughout the entire process.

How It Works:

1. Submit Your Templates Provide your existing estate planning templates to our team.
2. Template Integration: Our AI-driven platform seamlessly integrates your templates, mapping client questionnaire data directly into your documents.
3. Rapid Deployment: Within a few weeks, your fully personalized estate planning tool is ready to launch and scale your practice.