Deliver estate planning
in-house, to every client

Estately empowers financial advisors to meet the estate planning needs of every client and generate a new line of revenue.

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The Estately platform

Attorney drafted documents

Access robust, attorney-drafted documents to cover the needs of most clients in-house. Input basic information to tailor estate plans to your client’s needs.

  • Last Will and Testament
  • Power of Attorney
  • Advanced Healthcare Directive
  • Beneficiary Designation

Client and advisor portals

Intuitive workflows streamline document creation with clients and make it easy to manage a large portfolio of estate plans for advisors.

AI-Powered Document Import

Import existing estate plans to quickly assess potential room for improvement and make changes without starting from scratch.

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Visual Summaries

Generate visual summaries using Estately’s AI to help your clients better understand how their estate plan is structured.

AUM Discovery

Identify assets not currently under management by building an estate plan with Estately. Uncover new opportunities to grow your portfolio and deepen your client relationships.

Wealthtech Integrations

Estately has native integrations with a variety of wealthtech solutions including Salesforce, Redtail, Wealthbox, and more.

Access a nationwide network of attorneys with Estately + Counsel

Higher net worth clients often require legal assistance when building an estate plan. Estately + Counsel empowers financial advisors to continue to manage the estate planning process when an attorney gets involved.

Learn about Estately + Counsel
Estate Planning Made Simple

Estately Helps Financial Advisors

Offer estate planning in-house to every client

Deliver comprehensive estate planning solutions for clients of all asset levels and remain involved when an attorney is needed.

Permanent access to documents

Documents drafted using Estately are permanently available to financial advisors and their clients, ensuring a lasting estate plan solution is in place.

Unlock a new line of revenue

Charge your clients for estate planning or add value to your existing services with expanded offerings to ensure client retention.