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.

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

Generate a visual summary of an estate plan in seconds.