Attorney-supervised estate planning
Protect. Plan. Preserve.
EstatePlan365 is building a modern, secure estate planning experience with guided online intake, document automation, attorney review workflows, annual updates, and a private digital document vault.
Secure VaultStore estate plan documents and annual updates in one protected place.
Smart IntakeGuided questionnaire routes complex situations for attorney review.
Annual ReviewKeep plans aligned with life events, beneficiary changes, and family updates.