Grow your estate planning practice

Our platform enhances rather than replaces your services. You maintain control over client relationships and complex advisory work while we handle document generation, storage, and routine updates. Think of it as adding a digital associate to your team who works around the clock on routine tasks.

Yes. The platform supports simple wills through to complex estate plans. For straightforward cases, full automation saves you hours. For complex situations involving trusts or multi-jurisdiction assets, use our tools as a starting point then apply your expertise for customisation. You always maintain override control.

The platform sends automated reminders to your clients when their annual review is due. Between reviews, clients can report life changes through the portal, and each change prompts them to check what it affects in their will, so they arrive at each consultation with their details already up to date.

Professional indemnity cover stays with you: the platform does not provide insurance cover. For compliance, every client interaction is logged with a complete audit trail. Client documents are encrypted in transit and at rest, with fine-grained role-based access controls.

Yes. Each client has a structured estate profile they can update through a secure portal, and you can send targeted question packs to gather new information whenever you need it.

Clients update their details through the portal, and when a will is revisited, relevant intentions, such as an upcoming marriage or divorce, surface for your review so the will keeps pace with their circumstances.

We offer multiple plans starting with a free tier that includes basic tools for up to 5 clients. Paid plans unlock additional features, storage, and team seats. View pricing for full details.

Yes. The platform supports wills across multiple jurisdictions. If your client has property in France or family in Australia, you can handle their estate plan on the same platform without referring them out.

You can already embed our booking widget on your website so clients book with you without leaving it. Fuller white-label, with your branding throughout, is on our roadmap. Get in touch to join the waiting list.

The platform tells you exactly what each jurisdiction requires. Most require a witnessed physical signature, and that is what the platform asks for there; where a jurisdiction’s law permits a wholly electronic execution, the platform supports that instead. You manage the signing process with your client, and our signing guide covers the rules for 101 jurisdictions.

You can apply and be approved within a few business days. Once approved, help guides walk you through setup, and our support team answers questions through the contact form.

All data is encrypted in transit and at rest. The platform is designed to support UK GDPR obligations, and we maintain audit trails for client document interactions.