Estate Planning Attorneys & Law Firms
Keep client trusts funded and prevent probate discrepancies.
Eliminate messy paper questionnaires. Intake clients with structured graph data, verify trust funding over time, and generate recurring advisory touchpoints.
Unfunded Trust Monitoring
Detect when clients acquire new real estate or open new brokerage accounts outside their revocable living trust.
Original Document Location Registry
Track exact wet-ink physical locations so future probate administration starts without missing document friction.
Structured Client Intake
Receive comprehensive, pre-organized asset and beneficiary relationship graphs prior to initial planning sessions.