We’re on a mission to modernize estate planning.

While most people recognize the need for an estate plan, the process is confusing, time-consuming and inaccessible.

man feeling relieved because he has an estate plan in place
elder couple smiling in front of their house
girl thinking about estate planning

Designed by Experts

With extensive experience in trust and estate law, personal financial management and data security, our team has built the most intuitive, secure and accessible estate planning solution.

Making estate planning dynamic and accessible

Secure your family’s future with an estate plan that works for you.

woman creating her estate plan on the computer

We’re re-innovating an antiquated system with new technologies to make estate planning intuitive and comprehensive.

  • Man getting a holistic view of his estate plan online

    We bring it all together to work for you

    Get a holistic and dynamically updated view of your assets on one secure platform, from your bank accounts to your crypto to more traditional investments.

  • middle-aged woman learning about estate planning

    With professionally customized legal documents

    Create state-specific estate planning documents that determine how your assets will pass to your loved ones and choose key decision-makers.

Partnerships and Integrations

We deliver the only complete estate planning solution on the market

With a robust asset aggregation platform, intuitive workflow and thought leadership content, we’re making personal financial wellness a reality for everyone.

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Are we for you?

Short answer: Yes

Because we believe estate planning should be accessible to all.

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We’re partnering with employers to provide a meaningful financial wellness benefit to their team

And working with financial advisors to offer an approachable estate planning solution to their clients.

Learn More About Wealth at Work

Join a dynamic and passionate team that’s making a difference.

Open Roles