Estately Helps Financial Advisors...

Make estate planning easy

Clients think estate planning is complex, scary, and expensive. Our simple client experience makes it easy for every client to get an estate plan.

Save clients time and money

Guide clients through self-service documents, saving thousands in attorney fees. Or drive a streamlined, attorney-led experience with attorneys in every state.

Win more clients

Differentiate your firm and build deeper relationships to drive more referrals. Clients are 3X more likely to provide a referral after creating an estate plan.

"We've received amazing client feedback! This is a great value add for us!"

Matt Mulcock

CEO, Dentist Advisors

“Satisfying to feel like all of the boxes are being taken care of for our clients!”

Ryan Benson

Financial Planner, Independent Financial Planning

"Estately is one of those tools that feels almost too good to be true. It strengthens client relationships, brings in new business, and sets you apart as someone who really cares."

Marcus Williams

Financial Advisor, OneAmerica

How our platform works

Estately empowers financial advisors to help any client create an estate plan easily and cost-effectively

Invite clients

Send clients to your dedicated, branded website or personalize their experience with a private invite

Choose self-directed or attorney-led

Clients can create documents themselves with our self-guided tools. And coming soon, they can work with an attorney in any state, built intentionally for client-attorney-advisor collaboration

Choose plan type

We provide all of the essential documents. Clients choose their plan type or use our quiz to help:

Will or Revocable Living Trust

Financial Power of Attorney

Advance Healthcare Directive

Follow a simple, guided process

Clients fill in a simple questionnaire that takes less than 30 minutes to complete

Download documents & next steps

Documents are immediately generated with all signature pages, schedules, and other addendums. Next step guidance is provided for clients who are self-directing.

Maintain control

We empower advisors to quarterback the process to ensure the estate plan gets done while delivering a great client experience:

Track progress on your advisor dashboard

Download documents to package for clients

Deliver a beautifully simple estate plan summary

Facilitate property deed transfers

Pre-built, brandable content

Save time by downloading templates from our content library and apply your branding. We make it easy to market your new estate planning services and deliver a better client experience.

Unlimited advisor use, lifetime client access

Our flat fee pricing makes estate planning profitable and scalable:

Give Estately to unlimited clients and prospects

Create unlimited documents

Get lifetime access to make plan updates

Deliver estate planning in-house, for every client