Visualize and Summarize Estate Plans Instantly with Ester®
Ester® empowers advisors to turn complex estate documents into clear, actionable insights for every client, at every level.
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Upload, Extract, & Structure Documents
Upload estate documents and let Ester do the heavy lifting. With AI-built precision, Ester extracts core details like trust terms, appointments, and asset info, and organizes it into a digestible, structured summary in seconds.
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Ester translates data from uploaded documents into elegant visualizations making it easy for clients to grasp complex estate structures, roles, and outcomes.
Leverage Your Personal AI Assistant
Ester is your on-demand AI assistant for estate planning. Ask document-specific questions, clarify terms, or explore scenarios, all powered by real-time estate intelligence, built for financial professionals.
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