New feature

Your clients have wills. Understand what they actually say

Upload an existing will and automatically turn it into structured client information, including the people, assets, gifts, appointments and other details that shape the estate.

Review what's extracted, clarify anything that's unclear and choose what to add to the client's profile, giving you a faster way to understand their existing plan without piecing it together manually.

Collect the information that completes the picture

Gather the family, financial and estate information you need through a customizable digital intake form your clients can complete on their own time.

Capture assets, liabilities, ownership, beneficiaries and other important details in a structured client profile, giving you more context for conversations about investments, insurance, tax, retirement, liquidity and succession.

See the relationships behind the estate

Turn complex family structures into a visual Family Tree that makes spouses, children, grandchildren and other important relationships easier to understand.

See who may be affected by the estate plan and identify the relationships that can shape planning conversations today and future client relationships tomorrow.