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


Estate Planning

Our approach to estate planning is modern, inclusive and sophisticated — yet approachable and easy for any client to navigate.

Choose a guardian for your children.

High Caliber Estate Documents

Our in-house trust and estate attorneys used to practice at the top firms in the U.S. and consistently maintain our platform to deliver the same legal rigor and quality expected from those firms. is optimized for, and available in, all 50 U.S. states and D.C.

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

Last Will & Testament

    This document names an executor and communicates client final wishes regarding assets and beneficiaries.

    Personalized Experience

    Clients don't have to be ultra tech-savvy to use our platform. They can complete the entire process digitally with our guided and intuitive system with the option to consult with our member success team or an attorney in our robust and rigorously vetted partner network.

    Our Attorney Partner Network

    We believe scale is possible without compromising quality. Our partner attorneys provide state-specific guidance to to assist with nuanced customizations for state law. Here's what you need to know:
    A representation of the attorney network.
    Our in-house legal team scouts and vets attorneys using their professional networks, partner firm recommendations, and independent research.
    Attorneys are obligated to give their best advice to our members and to exercise their independent judgment while having an intimate understanding of the platform’s capabilities.
    3 employs a continuous feedback loop to ensure each attorney lives up to the standard.
    Connect with our team to learn more:
    Schedule Demo

    White Glove Support for Advisor & Client

    • Your success is our top priority. Our team is here to guide, assist, and empower you & your clients every step of the way.
    • Each advisor is paired with a dedicated Partner Success Manager, offering a single touchpoint for all inquiries, from initial setup to comprehensive training.
    • Within our platform, your clients have unlimited access to our U.S.-based support team anytime via phone, chat, or email.

    Ready to get started?

    Schedule Demo

    Visualization Suite™

    Helping advisors bring estate planning to life.
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    Advisor Portal

    Understand how our advisor interface works.
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    Details about our advisor pricing.
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