Estate planning built for
$2M–$30M households.
The first self-guided planning tool built for the complexity your household actually faces — business interests, multiple properties, estate tax exposure, and a professional network that needs to work together.
Not LegalZoom. Not a family office. The coordinated planning infrastructure this segment has never had — at $50–200/month vs $5K–50K in annual professional fees.
Create and manage your financial, retirement, and estate plans in one place.
- ✓Financial planning dashboard
- ✓Retirement projections
- ✓Estate document organizer
- ✓Beneficiary tracker
Explore planning concepts in plain English before making any decisions.
- ✓20+ learning modules
- ✓Interactive decision tree
- ✓Strategy library with pros & cons
- ✓Advisor prep tools
Answer guided questions to understand where your planning stands today.
- ✓Planning gap analysis
- ✓Personalized priority report
- ✓Document readiness check
- ✓Professional referral guide
Browse verified financial advisors who specialize in estate, retirement, and wealth planning.
- ✓Fiduciary and fee-only options
- ✓Filter by state and specialty
- ✓Remote-friendly advisors
- ✓Send a connection request
Connect with verified estate planning attorneys who can draft wills, trusts, and legal documents.
- ✓Licensed by state
- ✓Estate planning specialists
- ✓Remote consultations available
- ✓Send a connection request
I've been meaning to update my estate plan for three years. This finally gave me a clear picture of what I was missing — and what to ask my attorney.
After my RSU vests I realized I had no idea what my estate tax exposure actually was. The snapshot was the first thing that made it concrete.
My advisor actually thanked me for arriving with all this organized. We got more done in 90 minutes than we had in years.