Technology That Transforms Estate Planning at Every Level

Explore the best-in-class technology that allows you to understand, optimize, and manage any estate.

Ester®

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.

Document Creation

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.

Scenario Builder

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.

Report Builder

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.

Estate Flow

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.

Balance Sheet

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.

Vault

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.

Heritage Map

Map Family Trees

Bring multigenerational relationships to life with a visual family map that contextualizes estate decisions, identifies key stakeholders, and supports legacy planning.

Task Center

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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