Companies

Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individuals. Vestwell provides underlying infrastructure to power workplace and individual savings programs for small businesses and savers.

Empathy is a support system mobile application that guides and supports families along the journey of loss.

A combination of best-in-class estate planning technology and human expertise to elevate the wealth management industry. Wealth.com is a digital estate planning platform for wealth management firms, utilizing advanced technology and advisory services.

RealPage is a provider of cloud-based software for managing multi-family real estate.

Making Estate Planning Simple for Financial Advisors. Vanilla offers an estate planning platform that enhances the experience for wealth management firms and their clients.

Modern estate planning to help every family leave their legacy. Trust & Will is a digital estate planning platform that offers legally valid estate planning documents that comply with state guidelines.

Remarkable access, diversification, liquidity, and estate planning for the world’s exceptional founders. Elevating private fund management

Life insurance, wills, and tools to organize your family’s finances. We believe every family deserves a secure financial future. That’s why we’re building Fabric – a smarter way for new parents to get insured. Life insurance has become too complicated and expensive, and we’re here to change that.

We build technology that empowers both donors and fundraisers to make the most meaningful donations of their lives. FreeWill offers philanthropy and estate planning tools for donors and fundraisers to donate simpler.

High Tech, Premium DIY Estate Planning Delivered Through Financial Services (B2B) Partners

Powering wealth across generations. Alix is a comprehensive estate settlement service that handles post-funeral tasks so families can focus on grieving. It provides expert-led assistance with insurance, government agencies, loans, taxes, and more.

CircleIt is a mobile platform developing communication software that enables the creation and storage of digital memories.

GoodTrust is a secure digital legacy platform for websites, social media, online accounts, and documents.

The best way to make your legal will online

Chptr is a mobile-first memorialization platform to gather, share, and hold memories for a lost loved one’s life for generations to come.

Safekeep the thoughts and memories that define you with your personal AI. Secured by blockchain, your precious memories will be retained as an anchor to your past so you can focus on experiencing life and creating memories worth recalling.

Easy and affordable legacy and estate planning anyone can use. Paige stores some of the most important data and documents in your life.

Trustate provides estate administration and trust funding automation to trusts and estates professionals.

The Postage is a digital platform that secures critical information, estate plans, and digital assets in one place.

Retirement Plans Simplified. BidMoni is the developer of Fiduciary Shield which is an online platform to create retirement plan.

Leafplanner is a digital document and information-sharing platform for estates and family offices.

Legata offers an online platform run by lawyers and experts to help users with estate planning.

Estate planning for the cloud generation

Making estate planning and philanthropy accessible to over one hundred million middle-income Americans.

Tax Lien Investing for the Rest of Us. B2B Fin/LegalTech SaaS startup accelerating returns and recovery of delinquent real estate debt nationwide.

A Whole New Way To Prepare for Afterlife. Protect your family, and secure your legacy with AI powered afterlife agent. A Whole New Way To Prepare for Afterlife. The world’s first AI powered digital afterlife agent. Protect your family, and secure your legacy.

Online end-of-life planning. AfterSteps Digital Storage and Planning. Privacy, Security

BluBinder connects financial institutions, attorneys, and families to simplify inheritance and ensure aging parents' money is safe.

Plan Smarter. Live Securely. Simplifying estate planning with smart, affordable, and attorney-reviewed legal document tools.

HeirShares develops a web-based and native app that empowers families to coordinate and manage shared heirs’ property.

Create, Edit, & Maintain a Living Will - Completely Free.

Be a hero to those you love

Write, draft, and store your will in 10 minutes!.Establish a will today on any device and safeguard your life's work in case of the unthinkable.

Estate Planning Document Automation. Document and Workflow Automation, Document Generation, Estate Planning

BestFarewell is a family-planning and digital estate platform, offering services for families and professional organizations.

Your one-stop resource for estate organization and end-of-life needs. Buried in Work aims to simplify the burden surrounding estate planning when someone dies and probate.

Clocr is a legacy and emergency planning platform.

A new paradigm of building marriage partnerships.

Estate management solutions assisting attorneys & personal representatives in the organization & communication of final wishes. #DigitalAssets #DigitalLegacy

End of an Era AI simplifies estate planning and settlement with real-time guidance, AI automation and key integrations. Estate Planning and Settlement Platform

EstateMin is estate administration software for law firms, streamlining probate with a client portal, centralized dashboard, asset tracking, and upcoming AI reviews and auto-generation of forms. Integrates with Clio, supports quick setup, and offers early pricing: $49/month (80% off).

Enables you to manage your estate settlement and planning cases more effectively.

Post-death essentials for bereaved family members

Giving Docs is a free legal platform to enhance your connections with family, friends, and community.

Heirlooms is a private, human-centered AI platform for enduring families to preserve and search their real stories, values, and defining moments—turning legacy from static documents into living, searchable memory. It emphasizes authentic, non-synthetic preservation of how a fortune was truly built.

The Turbo Tax for creating, connecting, and executing your digital estate and legacy plans

Plan well with Herbie. Herbie is an online estate planning platform that helps users create, manage, and store wills and trusts.

Your Legacy. Your Life Directives. Safeguard and share your estate plans, digital accounts, and legacy.

LVED provides everything families need to plan, organize, legally document end-of-life wishes, and memorialize loved ones.

Send messages to your loved ones after your death, modernize your will, and take control of your digital legacy.

Lawgic Llc is a company offering a sophisticated software tool designed exclusively for trusts and estates and family law attorneys.

An Ethereum Blockchain application that adds a layer of security to the process of last will and testament distribution, aiming to reduce conflict between family members and eliminate fraud.

Create, store, and share your essential life plans.

Estate Planning Solution for Digital Assets

All in one view of Estate

Your safe passage through funeral workflow. Pantheon Platforms provides software solutions for regulated industries.

Your digital estate center. Ribbon is the estate center for financial institutions that allows them to capture the next generation of customers.

Modernized Estate Planning

Digital estate planning for estate planners and their clients

Automating Estate Settlement