Built by Financial Planner AI
Enterprise Estate Planning TechnologyPRODUCTION RELEASE • EARLY ACCESS

The Conversations That Define Generational Relationships

Upload a will or trust. Get a full document review, goal alignment analysis, and a client-ready presentation — in minutes.

No data entry. No intake forms. Just the document and the conversation.

Includes Prep View + Client Presentation View

Over the next two decades, an estimated $84 trillion will move across generations.

Yet many estate plans sit untouched for years — disconnected from evolving goals, family dynamics, and wealth decisions. Estate Align AI brings those conversations back to the center of the advisory relationship.

Why the Firms That Lead Estate Planning Conversations Will Win the Next Decade

Estate documents sit in drawers. The conversations around them shape trust, retention, and multi-generational relationships.

The Relationship Is Most Vulnerable at Transition
When a primary client passes, the surviving spouse and heirs reassess every advisory relationship. Firms that were part of the estate planning conversation before the transition are dramatically more likely to retain the relationship — and the assets — after it.
Estate Plan Reviews Reveal Valuable Opportunities
Every estate document review reveals downstream opportunities — liquidity gaps, beneficiary misalignment, insurance needs, trust funding questions. For firms with the workflow to surface them, estate conversations become the highest-value meeting on the calendar.
Most Firms Struggle to Deliver This Consistently
Any advisor can tell a client to talk to their attorney. Very few can walk through an estate document, surface planning gaps tied to client goals, and coordinate the follow-up. Deploying that capability across your entire advisory force is a structural advantage.

The question isn’t whether your clients need these conversations. It’s whether your firm has a scalable way to lead them.

Before the Meeting.
During the Conversation.

Two integrated advisor experiences. One for preparation. One for the client conversation.

Prep View

Advisor Workspace

Scores, planning solutions, and attorney questions for internal preparation and coordination before the meeting.
  • Goal-based scoring with element-level breakdowns
  • Planning solutions mapped to scored gaps
  • Strengths, vulnerabilities, and family impact
  • Attorney questions and prioritized recommendations
Presentation View

Client Engagement Mode

A guided, client-friendly walkthrough designed for live conversations—focused on clarity, alignment, and next steps.
  • Six guided presentation sections
  • Plain-language status indicators (no numeric scores)
  • Advisor talking points at each step
  • Full-screen format for in-person or virtual meetings

How Estate Align AI Works

1

Select Goals

Choose the client goals that matter most — wealth transfer, family harmony, asset protection.

2

Upload or Select a Document

Upload a will or trust, or explore with a pre-loaded sample document. Analysis completes in minutes.

3

Prepare, Then Run the Meeting

Review scores and planning solutions in Prep View. Then switch to Presentation View — a guided, on-screen client meeting flow.

See It in Action

Sign up and explore with pre-loaded sample documents — publicly available wills from well-known estates — or upload your own. See how advisors use Prep View and Presentation View in practice.

What Your Advisors Get — In Every Analysis

A goal-based estate analysis designed for real advisor-led conversations — organized for clarity, insight, and action.

Document Structure, Simplified

Who gets what, how it’s delivered, and when. Trusts, fiduciaries, beneficiaries — all in one view with a plain-English summary you can use to open the conversation.

Goal Alignment and Planning Gaps

Scored against the goals the client selected — with element-level breakdowns showing exactly where the document supports intent and where gaps create planning opportunities.

Strengths, Vulnerabilities, and Planning Solutions

Lead with what’s working. Surface where exposure exists. Then review planning solutions — product and service ideas mapped directly to scored gaps in the analysis.

Planning Solutions

Product and service ideas — insurance, trust services, advisory, investment management — triggered by specific gaps in the analysis. Each includes a client discussion point, next steps, and coordination guidance.

Family and Transition Impact

How the current plan affects everyone involved, and what would improve if changes were made. Useful when conversations get personal.

Action Plan and Next Steps

What to confirm now, what to coordinate soon, and what can wait. So the meeting ends with something concrete.

Attorney Coordination Questions

Already written. Organized by topic. Just copy and send.

EARLY ACCESS

Early Access and Document Handling

Important information about the current early access release and how we handle your documents.

Early Access Status
  • Currently offered as an early access release
  • Features, safeguards, and workflows are under active development and may change without notice
  • May contain limitations, errors, or interruptions
  • Provided on an "AS-AVAILABLE" basis during the early access period
No Automatic Redaction
  • No automatic redaction, anonymization, or removal of PII from uploaded documents
  • Documents are processed as submitted by the user
  • Estate documents may contain sensitive personal, financial, or family information
  • You are responsible for determining whether to redact information prior to upload
  • If you have concerns, redact sensitive information before uploading or refrain from using the Platform

Explore the Platform — No Client Documents Required

The platform includes pre-loaded sample estate documents — publicly available wills from well-known estates — so you can experience the full analysis workflow without uploading anything sensitive. Select goals, run the analysis, review scored insights in Prep View, and walk through the guided Presentation View — all using sample documents.

For complete details, please review our Platform Terms and Privacy Policy.

Have questions about early access or want to see how your firm could use it?

Equip Every Advisor for the Conversations That Matter Most

Estate planning conversations shape family decisions, generational relationships, and client retention. Estate Align AI helps advisors lead those discussions with clarity, structure, and confidence.

One document at a time · Analysis completed in minutes

Designed for advisor-led planning and attorney coordination—not legal advice.