For estate planning firms

Request a demo

Thirty minutes, on a call, with your households in mind. We will show you:

The client's home screen, the two halves, and the annual review
The firm portal: households, flags, tasks, answers side by side, meeting requests
A release from a report to the recipient's claim page, with the two-person verification
Branding, staff roles, seat blocks, and what it costs (nothing to join)