A comprehensive estate planning platform to streamline your practice

Client Management

A digital platform for managing all legal affairs, aimed at retaining clients.

Smart Wills

Easy to use and secure online management of wills with encrypted data.


Services to help retain and grow your customer base by providing better probate services.

Foster stronger client relationships

Advanced business management

  • Secure messaging
  • Custom registration pages
  • Advanced security with multi-factor authentication (MFA) via SMS

Client features

  • Funeral wishes
  • Will repository
  • Digital vaults
  • Secure folders


Foster stronger client relationships

For your firm

Empower your practice to efficiently manage estate planning and legal services.  


  • Business management Business management
  • Secure messaging Secure messaging
  • Custom branding Custom branding
  • Custom registration Custom registration
  • Enhanced security Enhanced security
  • Secondary email Secondary email
  • Multiple departments Multiple departments
  • Prioritised support Prioritised support

For your clients

Your clients benefit from accessible, client-focused tools that ensure their wishes are honored, providing them with lasting peace of mind.  


  • tick Funeral wishes info
  • tick Smart wills info
  • tick Create and print wills info
  • tick Prepare for probate info
  • tick Digital vaults info
  • tick Personal folders info
  • tick Alerts via SMS info
  • tick Shared folders info
  • tick Secondary email info
  • tick Enhanced security info

It's free!

Get Started