Give every client a branded, guided experience. You create the estate, send them a magic link, and Estate Assist does the rest — under your name and logo.
No credit card required for the trial. Cancel any time.
You meet families within 24–48 hours of a death — exactly when they need this most. Most have no idea where to start with banks, insurance, or government agencies. Give them a branded tool that guides every step.
Clients constantly call with administrative questions you don't bill for. “How do I close the bank account? Who do I notify?” Estate Assist handles the logistics so you can focus on the legal work.
The entire workflow takes under five minutes to set up.
Enter the decedent's name. Upload any documents you already have — bank statements, insurance policies, property deeds. Our AI extracts all account details automatically.
Enter their email and send a magic link. They click it, create a free account, and land directly on their estate — branded with your firm's name and logo.
Monitor task progress from your dashboard. Get notified when your client completes a step or uploads a new document. Add private notes only you can see.
Your name and logo on every client-facing screen.
Create and manage as many client estates as you need.
Send clients a personalized link — no passwords to share.
Add confidential notes to any estate. Clients never see them.
Upload PDFs and images. Accounts, policies, and contacts extracted automatically.
Notification letters to banks, insurers, employers, and government agencies — ready to send.
See every client's estate at a glance — tasks done, outstanding, last activity.
Know the moment a client completes a task or uploads a document.
Each client only sees their own estate. Full privacy guaranteed.
Flat monthly fee. No per-estate charges. No surprises.
Billed monthly. Cancel any time.
Redirects to Stripe. You won't be charged until after the 14-day trial.
No. Your clients get free access to their estate through your invitation. They only need to create a free Estate Assist account.
Yes. After signing up, you'll set your firm name, upload a logo URL, and choose a brand color. These appear on every screen your clients see.
Your card is charged $99/month. You can cancel any time from your billing portal and your account remains active until the end of the billing period.
Never. Notes you add to a client estate are visible only to you. Clients see their estate data, task list, and documents — not your notes.
No. The $99/month is a flat fee that covers unlimited client estates.
Set up takes under five minutes. Start your free 14-day trial today.