Build data pipelines—faster and easier.

Build data pipelines—faster and easier.

Build data pipelines—faster and easier.

Say goodbye to paperwork, fees, and complexity

Say goodbye to paperwork, fees, and complexity

Say goodbye to paperwork, fees, and complexity

Centralize trust documents, automate routine tasks, and swiftly retrieve information or answer—all in one place. Welcome to estate management for the modern era.

Centralize trust documents, automate routine tasks, and swiftly retrieve information or answer—all in one place. Welcome to estate management for the modern era.

Manage your estate with ease and confidence

Dive deeper into our platform's features, where intuitive navigation meets smart automation. Here, every tool is crafted to optimize your trust's performance while ensuring your estate planning is as stress-free as possible.

Dive deeper into our platform's features, where intuitive navigation meets smart automation. Here, every tool is crafted to optimize your trust's performance while ensuring your estate planning is as stress-free as possible.

Dive deeper into our platform's features, where intuitive navigation meets smart automation. Here, every tool is crafted to optimize your trust's performance while ensuring your estate planning is as stress-free as possible.

200+ connectors

Connect to any of your data sources, from Snowflake to your CRM.

Central document management

Securely store, access, and chat with all your trust documents in one place, whenever you want.

Central document management

Securely store, access, and chat with all your trust documents in one place, whenever you want.

Central document management

Securely store, access, and chat with all your trust documents in one place, whenever you want.

Automated Asset Mapping

Our digital map automatically outlines all your assets' locations and access for your beneficiaries.

Frequently asked questions

Frequently asked questions

Frequently asked questions

How does your platform save me time on trust management?

Our platform centralizes all your trust documents in one accessible location, automating routine tasks, and providing easy ways to retrieve information or ask questions, so you spend less time going back-and-forth with people, and more time on what matterrs.

How does your platform save me time on trust management?

Our platform centralizes all your trust documents in one accessible location, automating routine tasks, and providing easy ways to retrieve information or ask questions, so you spend less time going back-and-forth with people, and more time on what matterrs.

How does your platform save me money?
How does your platform save me money?
Do you aim to replace the need for legal and financial professionals?
Is my data secure?

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