Drive your member's Estate Planning needs while adding new income.
Offer Wills, Trusts, and Powers of Attorney through your own customer platform.
We provide the legal automation, customer support, and payment capture.
You set the prices and win all of the revenue (yes, really).
Learn how
Own the relationship and keep client data in house.
Shield your customer base from competing institutions.
By being the Will and Trust provider, you gain valuable data on their assets and family structure.
Leverage data to enable cross selling into your other services.
How it works
Step One
We easily embed our white-labeled Will and Trust products directly to your existing website or portal.
Our easy to embed widgets can be added to existing portals, handling all of the technical lift from your team.
Step Two
Your members pick from a menu of services and call us when they have questions about their Wills and Trusts.
Our call centers operate when you operate and are available by phone or chat support.
Step Three
Members answer guided questionnaires and meet with our trained staff.
After receiving their legally sound Estate Plans, customers meet with our support staff to do a final check and answer any clearinghouse questions they have.
