Estate Planning Software for Wealth Advisors
Work effectively with lawyers, CPAs, and clients all on a single platform built for estate planning
Referrer clients to the firms you work with, complete with their profile, financials, and plan outline.
Add institution language for trusts to ensure compliance and provide feedback and review client document drafts.
Take a plan structure and transform it into an actionable workflow to ensure funding and account ownership is done right.
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Retain heirs and beneficiaries with an integrated, modern estate planning and settlement experience.
Simple, fair pricing. Only pay for what you use, and pay less when the lawyers you work with pay to use Slatewell too.
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