A white-label administrative guidance platform your firm can offer to every bereaved client — handling the 200+ non-legal tasks so they focus on what matters, and you focus on legal work.
Request a Free PilotBereaved clients call their estate attorney for guidance on administrative tasks — subscription cancellations, bank account access, agency notifications — that don't require an attorney at all.
Clients who don't follow a structured process miss Social Security notifications, probate filing windows, and tax deadlines — creating complications for estates you're managing.
Clients dealing with grief and administrative overload simultaneously give worse instructions, delay decisions, and create longer estate timelines — for everyone.
At the initial estate engagement, you send your client to the platform with your firm's referral. Takes 30 seconds — just a link and a brief note about what it covers.
The client receives a personalized task list, three guided Zoom sessions, and step-by-step support through all 200+ non-legal administrative tasks. We stay in our lane — every legal question is referred back to you.
Clients who use the platform arrive at every attorney meeting more organized, with documents ready and decisions made. Estates close faster. Clients are less overwhelmed. You get fewer calls.
Not ready to commit? The free pilot is genuinely free — no credit card, no obligation. We want to prove value before you pay anything.
We'll set up your firm's referral link and onboard your first 3 clients at no charge. Usually ready within 24 hours.