What EstatePro™ Delivers
A complete estate planning intelligence system for wealth advisors and institutions
Estate Health Score
Real-time assessment of document completeness, review status, and planning readiness
Succession Readiness
Business continuity scoring, executor planning, and leadership transition analysis
Professional Reports
Attorney-ready, investor-grade reports across multiple formats
Strategic Insights
Plain-language guidance on gaps, risks, tax optimization, and planning opportunities
How EstatePro™ Works
Personal Intake Wizard
Structured 7-step assessment capturing estate documents, assets, trusts, beneficiaries, insurance, business succession, and legacy goals.
Estate Dashboard
Visual intelligence with Estate Health Score, Succession Readiness, Asset Coverage, Tax Exposure, Trust Snapshot, Legacy Goals, Action Items, and Review Schedule.
Professional Reports
Generate attorney-ready reports in four formats: Estate Plan Summary, Readiness & Risk Analysis, Legacy & Generational Strategy, or Attorney Brief.
Built for Precision
Estate Readiness Checklist
20-item assessment across legal foundations, trust planning, business succession, insurance, and beneficiary designation
Dynamic Scoring
Real-time calculations influence Estate Health Score, Action Items, and Report narratives
Advisory Intelligence
Strategic guidance, not legal documents. Attorney-ready intelligence for informed decision-making
What EstatePro™ Is NOT
Not a Document Vault
No file uploads or document storage
Not a Law Firm
Does not provide legal advice or create legal documents
No Backend Storage
Session-based intelligence, front-end only
