Our mission is to reduce the cost and complexity of estate planning for millions of families by enabling Trusted Advisers to coordinate the process for their clients with the assistance of qualified legal experts like you.

Our user-friendly, Web-based tools create a secure environment in which Trusted Advisers ('TAs') and Reviewing Attorneys ('RAs') collaborate to satisfy the growing need for appropriate estate planning solutions in a way that adds value to client relationships and enhances the productivity and profitability of their practices.

We also provide outsourced, 'private label' drafting services for attorneys who wish to add estate planning to their scope of practice, or for those who need a reliable resource to handle their excess document preparation needs. We will draft custom, state-specific estate planning documents ~ under your name ~ better, faster and more cost-effectively than you might think. For more information on our 'private label' drafting services, please call (877) 438-7878.