Work on the fly, on any device, wherever you are.
App is loaded from our servers to your browser so no installation is required.
Feels Like an App
Powered by your browser, using the latest web standards, the solution acts and feels like a native app.
Latest and greatest - no updates required. When app updates you'll get the latest version automatically.
Secure Encrypted Storage
Your documents and private files are securely stored and are accessible from anywhere.
Choose a level of security you are the most comfortable with, from passwordless login to two-step authentication.
Intuitive Virtual Interview
Patent pending SmartGuide™ interview enables you to easily create a variety of documents by answering easy-to-understand questions.
Our multistate document library was created and reviewed by local attorneys across the United States. Constant updates go through the same rigorous process.
A++ User Experience
Easy-to-use interface, tailored for an average person without any prior legal education or knowledge. Questions are easy to answer and we make sure you never answer the same one twice.
You won't believe it till you see it (and you won't be the first one to say so!).
Tailored for easy integration and customization based on your organization’s visual identity and needs.
The whole platform is API based and your developers will have the power to build completely new apps.
Custom Tailored to Your Business Needs
Service backed and independent discrete building blocks enable you to customize document creation workflows. Your imagination is the only limit. See it for yourself, choose a business model:
Empower your supporters to easily donate and make bequests benefiting you.
Upsell and market your insurance products to new and existing customers.
Take care of your existing employees and make yourself more appealing to potential hires.
Digitize patient intake forms and allow them to manage their healthcare representatives.
Branding has never been easier. Our engine enables you to make it your own in just a few simple steps. Try it for yourself:
Before starting the document creation process we need some information.
Click below to start filling in your profile.
Contact Us for More
Contact us today to learn more about how we can help you unlock the benefits of the powerful conversation facilitated by our estate planning solution.