Technology That Transforms Estate Planning at Every Level
Explore the best-in-class technology that allows you to understand, optimize, and manage any estate.
Unlock the Intelligent Future of Estate Planning
Ester® empowers you to effortlessly extract, summarize, and visualize complete estate plans—turning complex documents into actionable insights for clients.
Create High-Caliber Estate Plans in Minutes
Revocable Trust and Pourover Will, Last Will & Testament, Financial Power of Attorney, Advance Health Care Directive, and Guardianship Nominations—professionally crafted and optimized for your jurisdiction.Ester® empowers you to effortlessly extract, summarize, and visualize complete estate plans—turning complex documents into actionable insights for clients.
Visualize Every What-If with Confidence
Analyze tax implications, estate distributions, and planning opportunities by testing scenarios against a client’s current plan—all in one powerful tool.
Bring Estate Planning to Life
Create powerful visuals, flowcharts, and customizable reports making it easy for attorneys, clients, and stakeholders to understand key structures and outcomes.
Create Dynamic Flowcharts
Instantly generate visual flowcharts that map out key estate planning decisions, beneficiaries, and trust structures — turning complexity into clarity for advisors, clients, and attorneys alike.
Import Client Financials
Easily aggregate and visualize client asset ownership across individuals, entities, and trusts, giving you a clear picture of what’s owned, how, and by whom.
Secure File Storage
Centralize and organize every estate-related document with permission-based access. Vault offers secure, encrypted storage for clients, advisors, attorneys, and family members.
Map Family Trees
Bring multigenerational relationships to life with a visual family map that contextualizes estate decisions, identifies key stakeholders, and supports legacy planning.
Manage Action Items
Assign, track, and automate estate planning tasks across your team. With smart reminders and centralized visibility, nothing falls through the cracks.
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