Simplify Estate Planning & Trust Creation
Professional platform for creating trusts and estate documents with guided client intake, expert review, and streamlined document generation.
Start Your Estate PlanClient Portal
Secure dashboard for clients to manage their estate planning process and track progress.
Guided Intake
Comprehensive questionnaire to gather all necessary information for estate planning.
Expert Review
Professional staff review and validation of client information and documents.
Progress Tracking
Real-time status updates and milestone tracking throughout the process.