It's here! Announcing Family Office Suite™, estate management solutions for complex estate plans

Estate Planning Reimagined™

A combination of best-in-class technology, AI and human expertise to elevate the wealth management industry.


The #1 Estate Planning Solution

As Seen in

Fully Dedicated to Advisors is the only tech-led end-to-end estate planning solution built specifically for financial advisors.

Most Comprehensive

Whether it’s our frictionless onboarding, intuitive plan creation, clean visualizations or proactive insights — does it all. And we cover 100% of U.S. jurisdictions.

Personalized Experience At Scale

Meet your clients wherever they are in the estate planning process. Our highly intelligent platform automatically customizes the client experience to match their unique circumstances, empowering advisors to scale their estate planning offering across a wider range of clients.

Value For Advisors

Spend less time on mundane tasks and more time with clients on what matters. Our tech-forward approach to estate planning streamlines everything for advisors while maintaining the level of quality clients expect from top law firms.

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Family Office Suite™

Estate Management for Highly Complex Plans

Every estate plan is unique and clients expect personalization. Visualize plans, model scenarios and optimize for tax alpha with the most powerful estate planning technology suite available.

The Only End-To-End Solution

While other estate planning providers facilitate parts of the process, we do it all.

Visualize the entire estate planning process

  • Visual flowcharts for every plan
  • Probatable vs. non-probatable asset breakdowns
  • Compare asset ownership with Ownership Balance Sheet
  • Understand the impact of estate taxes

Create high caliber estate plans with state-optimized legal documents

  • Revocable Trust & Pourover Will
  • Last Will & Testament
  • Financial Power of Attorney
  • Advance Health Care Directive
  • Guardianship Nominations

Manage, edit & administer plans any time

  • Secure document storage via our bank-level-encrypted digital Vault
  • Share estate plans securely with trusted collaborators
  • Update plans anytime and grant emergency access to beneficiaries and executors
  • Tap into digital and human guidance resources on how to update & optimize plans

Deliver on client expectations of holistic financial services

Join the vibrant community of advisors using

Leading the industry means always improving. Which is why our team works hard every day to continue delivering and optimizing best-in-class solutions for advisors. Let's grow together.

Rafael LoureiroCo-Founder & CEO

Read what people are saying about their experience

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Keebeck Wealth Management demystifies the trust and estate process but their tech is also very elegant and easy to understand.  A tremendous added value to our clients and the lift is dramatic.

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Keebeck Wealth Management

Bruce K. Lee


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Jason Taitt

The user interface is unparalleled in its simplicity and versatility.

I highly recommend it to anyone looking for a reliable and effective solution for estate planning. Whether creating a complex trust for multiple generations or a straightforward will, the point-and-click software is accessible to individuals of all ages and technical abilities.

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Jason Taitt

Jason Taitt CES™

Financial Planner & Coach, J.S. Taitt Financial

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Schneider & Stone PLC

The digital estate planning platform provides a tool that simplifies the creation of your estate planning documents

in a secure environment where you can visualize your entire financial picture. Wealth makes it easy to get started and intuitive to continue using. I highly recommend it.

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Schneider & Stone PLC

Dawn Schneider

CPA, owner Schneider & Stone PLC

Shneirder & Stone
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401 Financial & Turnqey Labs, Inc.

The entire team understands that estate planning is not just about numbers and documents; it is about securing the financial legacies of all individuals and their loved ones.

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Tyrone Ross Jr.

CEO & Co-Founder

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Having the ability to help clients address their estate planning needs is table stakes and I was immediately impressed by the platform when I demoed it.

The client experience, the output, and the ability for me to be a part of the process is top notch.

As I help my clients pursue their authentic life, I'll always know the estate planning component of their financial plan is in good order and be able to help them update it when necessary.

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Justin Castelli

Financial Advisor, Founder RLS Wealth

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There are two issues I care about deeply: diversity in the financial services industry and democratizing access to quality financial knowledge and advice.

The team has shown a commitment to both. I'm so excited to contribute to their mission and help more advisors offer a sophisticated solution to clients' estate planning needs.

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Anna N’Jie-Konte

Anna N’Jie-Konte, MBA, CFP®, President & Director of Financial Planning for Re-Envision Wealth

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Dasarte Yarnway has been a game changer for my business.

Not only does it make estate planning simple, thorough and impactful, it also gives my clients a pleasant user experience while easing fears about estate planning. 10/10 recommend.

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Dasarte Yarnway

Financial Advisor, Founder Yarnway Wealth Management

See what we can do for you and your clients.

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