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 an age-old process by bringing it into the 21st century.

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

Built on over four decades of experience in the estate planning and financial planning industries, paving the way for our team to bring estate planning to the next level: no cheap boilerplate documents, no DIY document engines, no inefficient meetings with attorneys, and no monthly membership fees.

We prove there's a different, smarter way to build an estate plan and secure our clients loved ones' future.