“Wow” prospective clients
Differentiate your practice with branded questionnaires, quick analysis tools, and an AI-assisted estate plan builder.

Deepen relationships, drive retention
Engage the entire family with intuitive flowcharts, beneficiary summaries, and stunning printed documents for G2.

Grow AUM at every step
Drive ongoing conversations about a client’s total balance sheet, wealth projections, and estate tax estimates to grow share-of-wallet.