Streamline client communication across every estate
Built for estate attorneys, financial advisors, and professional fiduciaries: one dashboard per estate, so families check progress themselves and your team spends its time settling estates.
The reality
Managing multiple estates means:
Fielding the same questions from multiple families
Paralegals spending hours on status update calls
Documents scattered across client folders and emails
No single source of truth for each estate's progress
The solution
Built for professional workflows
Multi-Estate Dashboard
See all your estates at a glance. Filter by status, sort by deadline, never lose track of a client.
Client Family Portal
Families get their own view. They check the dashboard instead of calling your office.
Professional Handoff Reports
When an estate closes, download a PDF summary and the full timeline of the estate for your client records.
Access and records
Built for professional requirements
HTTPS encryption on every connection
Role-based access controls
Activity log for every estate
Data export for your records
API access for firm integrationsComing soon
Pricing
Plans built for your practice
Pro 5
$149/month
Up to 5 concurrent estates
- All Standard features
- Unlimited family members
- 25GB storage allowance Coming soon
Pro 20
$499/month
Up to 20 concurrent estates
- Everything in Pro 5
- 100GB storage allowance Coming soon
- Advanced reporting Coming soon
- Dedicated onboarding Coming soon
Enterprise
Custom
For firms with 20+ estates
- Unlimited estates Coming soon
- White-label options Coming soon
- API access Coming soon
- SSO / SAML Coming soon
See how it works
Read the step-by-step walkthrough or start your free trial today. No credit card required.