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.

Manage client estates to capture additional revenue

Capture key prospects from estate planning documents

Help your clients organize and manage their estates efficiently while positioning yourself as their go-to advisor for all wealth-related matters. By offering estate planning, you can increase assets under management and capture additional revenue.

Identify gaps in assets under management

Estate planning documents provide crucial insights into your clients' financial situation and future needs. Identify new investment opportunities, ensure proper asset allocation, and strengthen client relationships by proactively addressing their estate planning concerns.

Establish relationships with heirs to avoid lost revenue

Gain visibility into assets that may be held outside of your advisory firm. By reviewing estate planning documents, you can identify unmanaged accounts, consolidate assets, and ensure your clients’ portfolios are structured for long-term success.