top of page

Effortless Estate Planning

Integrated, effortless trust creation – securing your clients' future with ease.

estate.png

Client-Facing Technology

Frame 427321453.png

Effortless Creation

Quickly set up trusts and easily draft and finalize your will to secure your family's future.

Frame 427321455.png

Personalized Solution

Provide tailored estate planning services with options for attorney review and customization to meet client needs.

Frame 427321454.png

Hassle-Free Notarization

Seamlessly notarize documents without hassle with our easy notarization process.

Frame 427321456.png

Secure Document Storage

Safely store and access your estate planning documents anytime, anywhere.

ep.png

Advisor-Facing Technology

Frame 427321457.png
Guided Trust & Will Setup

Wavvest X will be available for advisors to query and ask questions about a client’s estate plan.

Notarization Made Easy

Facilitate hassle-free notarization of documents for your clients.

Frame 427321458.png
Frame 427321461.png
Customizable Lawyer Review

Get personalized estate plans with options for lattorney review and customization.

Discover more about our products

See How We Can Help

Contact Us Today!

bottom of page