Estate Planning Attorneys & Law Firms
Keep client trusts funded and prevent probate discrepancies.
Eliminate messy paper questionnaires. Intake clients with structured graph data, verify trust funding over time, and generate recurring advisory touchpoints.
Unfunded Trust Monitoring
Detect when clients acquire new real estate or open new brokerage accounts outside their revocable living trust.
Digital Document Register
Maintain an active catalog of executed wills, healthcare surrogates, and POAs with verified storage locations.
Zero Friction Client Intake
Clients complete their living map before their first consultation, saving hours of manual discovery.