Estately AI

Generate a visual summary of an estate plan in seconds.

We’ll never share your details with a third party, but may may use it to contact you in the future.

A simple & elegant visual summary of your clients’ estate plans and trusts in a matter of seconds.

Upload a pdf, doc, or docx of a last will and testament or a revocable living trust to generate a visual summary. We won’t store the document or use it to train our AI models.

  • Outline key contacts in the estate plan including executors, witnesses, and more.
  • Easy-to-read flow chart summarizing key events in an estate plan.
  • At-a-glance key dates and events to see if a plan needs to be updated.
  • Support for simple estate plans and trusts, with regular updates coming for more complex documents.
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.

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.

Access a nationwide attorney network

Gain access to a network with established estate planning attorneys in all fifty states to make sure every client is covered.

Deepen client relationships

Strengthen your client relationships by managing their estate plan. Connect with the next generation to ensure their legacy is secure.