Launch your own estate planning platform in days, not months.
Book demo
Ai Automation
for Estate Planners & Financial Advisors
9:41
Partner dashboard
Sarah Bennett
Total revenue · YTD
£248,910
+18.2%
vs last year
Active partners
142
Wills created
3,420
Top products
See all
White Label Estate Planning
£92.4k
Online Wills
£64.2k
9:41
Catalogue
Products & services
White Label Estate Planning
38 partners
£92.4k
Online Wills
1,284 created
£64.2k
Lasting Power of Attorney
870 active
£39.1k
Probate Quotes / Referrals
210 referrals
£28.6k
Executor Toolbox
540 estates
£14.8k
Ai Powered CRM
96 firms
£9.8k
9:41
Analytics
Revenue
This year
£248.9k
+18.2%
£42k
J
F
M
A
M
J
J
A
Monthly recurring
£21.4k
Avg / partner
£1,752
Revenue by product
White Label
£92.4k
Online Wills
£64.2k
Power of Attorney
£39.1k
9:41
Partner dashboard
Sarah Bennett
Total revenue · YTD
£248,910
+18.2%
vs last year
Active partners
142
Wills created
3,420
Top products
See all
White Label Estate Planning
£92.4k
Online Wills
£64.2k