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Unlock a competitive advantage with estate planning.

How EstateOS can help your firm:

  • Grow your AUM by surfacing hidden assets and life event prompts.

  • Save hours of admin time with smart automation, client insights, and CRM integrations.

  • Deliver more value to clients with scenario modeling, tax previews, and plan summaries.

Trusted by 20K+ advisors, with more than $200B in tracked assets.

Estate planning, handled. So you can focus on advising.

EstateOS is the intelligent platform that enables you to strengthen relationships, deliver peace of mind, and scale your business by increasing retention and AUM.