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

The Visualization Suite

Helping advisors bring estate planning to life

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Estate Plan Visual Report

Go Beyond The Legal Jargon

Our visual reports are generated instantly and help to better understand how the decisions made will function as part of the overall plan.

Extractor by Ester™

Scan + Upload

Receive a summary in seconds.

Compare & Confirm

Quickly verify imported information.

Review Insights

Implement Optimization Recommendations.

In A Matter of Minutes

Easily Translate Old Documents Into Optimized Plans.

Wealth Projections

Better understand the implications of your clients planning on their estate taxes. No inaccurate exponential modeling. More actionable long-term projections. Unique tax projection insights.

Ready for a deeper dive?

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Advisor Portal

Understand how our advisor interface works.
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Estate Planning

See why our estate planning is best in class.
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Details about our advisor pricing.
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