Wealth.com
Wealth.com is a modern, advisor-led estate-planning platform designed for clients across the wealth spectrum, offering a full workflow from understanding a client’s estate to optimizing and managing it over time. The platform’s core capabilities include Ester AI, which quickly extracts and visualizes data from complex estate-planning documents, enabling advisors to create clear, client-ready summaries and charts; a Report Builder that delivers visual reports to support planning decisions; a Scenario Builder that lets advisors model, compare and optimize planning strategies such as tax outcomes or generational transfers; and Document Creation tools that generate professional, attorney-grade legal documents and diagrams in minutes. Additional features include dynamic flow-charts, secure file storage, family-tree mapping, action-item tracking, and integrations with 20+ financial and CRM platforms such as Salesforce, eMoney and Orion.
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8am DocketWise
8am™ DocketWise combines collaborative, multilingual form preparation with robust case management and the first ever CRM designed specifically for immigration lawyers. We've redesigned the client intake process from the ground up, with a modern and collaborative experience that saves you time and puts your clients at ease. Whether you practice family, humanitarian or business immigration law, our comprehensive form library has you covered. Combine any number of immigration forms into a single intake questionnaire for your client to complete. Review and download completed collections or one-by-one. Translate questionnaires into Spanish, French, Portuguese, Russian, Arabic, Hindi, Chinese and more. Send questionnaires to clients by email or text message to complete on their phones or computers. Track the status of invitations from "Sent" to "Submitted for review".
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GoodTrust
GoodTrust offers an all-in-one estate-planning platform that enables users to create a comprehensive estate plan, including wills, trusts, powers of attorney, healthcare directives, funeral directives, and pet directives, through a guided, fill-in-the-blank experience. The platform supports estate plans that are valid in all 50 U.S. states and allows every family member to build their own plan at no additional cost. A key feature is the Digital Vault, which securely stores your estate-plan documents, details of online accounts, and legacy instructions, giving you full control over access and sharing. The system is designed for simplicity: users answer basic questions about themselves and their families, print and sign their documents with two witnesses, and upload the signed forms to their Digital Vault. GoodTrust emphasizes that today’s users can complete the process in approximately 20 minutes, with the ability to revisit and update their plan at any time.
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Arken
Arken Legal Software is a cloud-based estate-planning platform designed to digitize and streamline the document-drafting process for wills, trusts, powers of attorney, and related documents. It uses an intuitive questionnaire to capture client data and immediately constructs consistent, branded output, including full commentary for clarity; built-in alerts help prevent errors, and dual-screen live drafting allows users to review and adapt documents in real time. Its product suite supports a wide range of instruments such as simple and complex wills, Lasting Powers of Attorney (LPAs), severance of joint tenancy, expressions of wishes, advance decisions, and general powers of attorney, all generated in minutes with minimal manual re-keying. It centralizes client information, enforces precedent and branding standards, and integrates an “Intestacy Lead Generator” tool that educates clients on what happens if they die without a will, thereby helping generate new business.
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