How to Reach Us

After you have talked to your attorney, tell us a little about the estate and the right path forward. We welcome a clear conversation about how we can help, in plain language.

What Happens Next

1. You reach out to your attorney and then us. Send us a note with a few details about the estate and your situation.
2. We listen and assess. A specialist confirms your situation and if our platform is a fit.
3. You get a clear plan. We give you access to the platform.
4. You get to work. If you move forward, your estate is set up in your secure online portal and you can begin handling the process.