After helping thousands of clients navigate the estate planning process, we knew there had to be a simpler, smarter way to help people prepare for the future. Our goal was to reimagine this age-old process by bringing it into the 21st century.

So, we assembled the best team we could find—visionaries, tech experts, programmers, digital marketers, attorneys, and financial planners—to create an innovative estate planning platform.

Built on more than four decades of experience in estate and financial planning, our platform represents a new era in estate planning—no generic boilerplate documents, no DIY document engines, no inefficient attorney meetings, and no monthly membership fees.

We’re proving there’s a better, smarter way to create an estate plan and protect our clients’ loved ones for generations to come.