The Complete Estate Planning Platform
Built for estate planners, life insurance agents, and financial advisors. Every tool to plan, protect, sell, and refer in one beautifully designed platform.
The Complete Estate Planning Platform
Built for estate planners, life insurance agents, and financial advisors. Every tool you need to plan, protect, sell, and refer — in one beautifully designed platform.
Built for every professional in the estate space
Life Insurance Agents
Sell more insurance by leading with estate planning value.
Financial Advisors
Add estate planning as a premium service to grow AUM.
Estate Planners
Run your full practice from one powerful platform.
Estate Attorneys
Receive qualified referrals and manage client intake.
4 Powerful Pillars
Planning & Analysis Tools
24+ professional tools covering wills, trusts, tax strategies, life insurance, and business succession — all in one platform.
Sales & Acquisition Engine
AI-powered prospect finder, quiz funnels, VSL builders, 52-week nurture sequences, and a 24/7 AI agent — turning strangers into clients on autopilot.
Client Management Hub
Digital fact-finder, document vault, branded client portal, pipeline tracker, and automated review reminders — for a 5-star client experience.
Referral & Commission Network
Built-in marketplace to refer clients to estate attorneys, notaries, CPAs, and more — and earn commissions on every referral automatically.