Embed Estate & Tax Intelligence Into Your Platform
Ester® AI as a Service turns estate and tax planning from static documents into living systems. Connect Ester to your advisory portal, CRM, planning tools, and data lake, then surface estate and tax insights inside the workflows advisors already use.
Meet the AI That Turns Estate & Tax Documents Into Data
Upload estate plans, trust documents, and tax files once. Ester® extracts key roles, entities, elections, provisions, and financial figures, then converts them into structured planning data your firm can use across systems.
Instead of static documents, your platform gains workflow-ready estate and tax intelligence.
Converts complex estate and tax documents into structured planning data
Extracts key roles, entities, elections, and financial figures automatically
Supports trusts, amendments, schedules, estate plans, and related tax files
Delivers structured outputs ready for CRM, advisor portals, and planning platforms
Built with enterprise governance and scalable document ingestion
From Document to Decision
Ester transforms dense estate and tax language into clear summaries and structured planning inputs.
Advisors can review the extracted insights, approve key data points, and move directly into planning workflows such as modeling, reporting, or client recommendations.
Estate intelligence moves from documents to action inside the systems advisors already use.
From Hundreds of Pages to Key Insights
Ester instantly analyzes estate plans and tax files, identifying the details advisors need to act.
Key roles, provisions, elections, and financial figures are extracted and organized into clear insights that advisors can review, validate, and operationalize.
Firms can:
- Review complex estate structures in minutes
- Identify planning gaps and risks earlier
- Standardize estate and tax analysis across advisory teams
- Deliver more proactive planning guidance to clients
Plug Estate & Tax Intelligence Into Your Platform
Ester® AI as a Service is designed to integrate directly into the technology platforms wealth firms already use.
Embed estate and tax intelligence into:
- Advisor portals
- CRM systems
- Planning platforms
- Client data lakes
- AI assistants and advisor copilots
Integration can be completed in less than a day, enabling firms to deploy advanced estate and tax intelligence without rebuilding their technology stack.