Artificial intelligence is transforming how families, attorneys, and advisors approach estate planning. We are building the future of wealth protection — one family at a time.
AI-powered tool that reviews your current situation and identifies critical planning gaps before they become costly problems.
Upload your existing will, trust, or estate documents for an AI-assisted review of potential issues and outdated provisions.
Estimate potential estate tax savings using various strategies — trusts, foundations, gifting, and more.
Capture and preserve your family stories, values, and wisdom for future generations using AI-assisted documentation.
The Mini Family Office model brings the sophisticated wealth management strategies used by ultra-high-net-worth families to any family with $500,000 or more in assets. AI makes this accessible and affordable.
Estate planning attorneys can leverage AI to serve more clients, reduce drafting time, and deliver higher-quality work. Our tools are designed to augment — not replace — attorney judgment.
AI-powered educational materials that prepare clients for consultations, reducing time spent on basics.
AI-assisted drafting of trust documents, wills, and estate planning memoranda — reviewed and approved by attorneys.
Instant access to relevant IRC sections, regulations, and case law for estate planning matters.
Automate client intake, follow-up, and estate plan review reminders.
Financial advisors who integrate estate planning into their practice deliver more comprehensive value to clients and differentiate themselves in a competitive market.
AI tools that connect investment management with estate planning objectives — ensuring alignment across the financial plan.
Scripts and frameworks for introducing estate planning conversations with clients who have not yet addressed their needs.
Tools to help clients establish and manage donor-advised funds, private foundations, and charitable trusts.
Model various estate planning scenarios to demonstrate tax savings and wealth transfer outcomes to clients.
For law firms, family offices, financial institutions, and foundations that need bespoke AI solutions built on their data, workflows, and brand.
We build custom AI systems for organizations that want to lead in estate planning technology. Contact us to discuss your needs.
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