The Only Fully Virtual Attorney-Client Collaboration Vault For Estate Planning



  • Online intake form
  • Online design form
  • Trust funding tracking
  • Unlimited client vaults

Common Questions

Do you offer yearly plans?

Yes! Email [email protected] if you want to be on our yearly plan, which saves you one full month.

Do you have a setup cost?

Absolutely not. All plans are month to month with no contracts and no setup fees. Cancel anytime.

What is a client vault?

A client vault is the contact record for a single individual or a couple doing their estate plan with you. A couple counts as one client vault.

What payment methods do you accept?

We accept Visa, MasterCard, Discover and American Express.

Stop losing time with each client!

You're losing time with every new client you sign on unless you use our three-bucket Elegant Data Model to organize the hundreds of pieces of data you need for every estate plan. Download our free guide today to start getting your time back!