Seamlessly pass your assets to your family, so they won’t lose time and money in probate court.
Cover the basics. Name a guardian for your kids, organize your assets, and choose your medical preferences.
Turning 18 shouldn't mean going it alone. Empower yourself with the legal protections you need.
Join over 20,000 financial advisors and firms to deliver peace of mind to your clients.
Easily allow donors to leave a gift to your nonprofit when they set up an estate plan.
Join our attorney network to help improve access to affordable legal services.
Position yourself as a trusted planning partner with smart tools that deepen client relationships.
Get real-time visibility into donor intent, legacy gifts, and stewardship opportunities.
Streamline your current caseload, grow your practice, and expand your reach.