Platform
Creating Plans
Guided estate plan creation and document generation
WiseFill
Auto-populate plan data from existing documents
WiseAI
Proactive monitoring and intelligent alerts
Plan Analyzer
Comprehensive plan review and risk reports
Legacy Capsule
Preserve stories, values, and memories
Collaboration
Advisors contribute to client plans securely
CEPA Score
Client risk scoring and prioritization
Solutions
By Audience
For Advisors
Deepen client relationships with estate planning
For Attorneys
Streamline intake and collaboration workflows
For Individuals
Create and maintain your own estate plan
By Use Case
Understand the Estate
Uncover risks in existing estate plans
Keep Plans Updated
Monitor life changes and keep plans current
Leave a Legacy
Preserve meaning, values, and stories
Pricing
Log in
Log in as Individual
Access your personal estate plan
Log in as Advisor
Manage your clients' plans
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