For estate planning firms and financial advisors
Grow your firm.Without hiring.
Flat-fee estate plan fulfillment, delivered under your name in 48 hours.
You keep the client. We do the legal work.
The problem
You don’t have a demand problem.
You have a capacity ceiling.
Traditionally, there are two ways to add it.
Software
An acclimation period and monthly subscription fees.
Hiring
Added labor cost and ongoing training.
Either way, removing the constraint gets costly.
The Solution
Fulfillment as a service.
Consistent, reliable outcomes, with every plan reviewed by a licensed attorney before it reaches your desk. No workflow to change, no software to learn, and no labor to add.
Trust
Will
Power of Attorney
Healthcare Directive
HIPAA Authorization
How It Works
You sell. We fulfill.
No disruption to your current process and no software to learn.
You close the engagement.
Sign the client. Set expectations. Keep the relationship yours.
Client completes structured intake.
We collect the facts in a clean, attorney-built workflow.
We produce the complete plan.
Drafting, assembly, and execution packet, done behind your firm.
You review, approve, and deliver.
Final attorney review and client delivery stay with you.
Economics
Add capacity without adding payroll.
Flat-fee fulfillment, quoted per matter.
Standard matter
Core estate planning package.
One flat fulfillment fee per matter. Quoted before work begins.
Complex matter
Customized or higher-complexity work.
Scoped to the matter, then quoted as a single flat fee.
Your Fee − Fulfillment Cost = Gross Spread
Your fee schedule stays yours. The spread is production capacity you did not have to hire, train, or manage.
The Evidence
Judge the work, not the pitch.
A complete sample estate plan, produced under our standard turnaround with fictional client facts, is open for your review. Read the clauses. That is the sales pitch.
Viewable in full, on the site, before you send a single matter.
Why Now
Clients will buy the outcome from someone.
AI-native fulfillment is coming to legal services either way.
The only question is whether it runs behind your firm, or competes with it.
Yesterday
Manual drafting
Today
Attorney-backed fulfillment
Tomorrow
Embedded behind your firm
The Bottom Line
Add the back office before the market forces you to.
The demand is already there.
The plans are already needed.
The work is already being done.
The only question is whether every matter still has to cross your desk.
Get Started
Start with one matter.
See the work product before you change anything.
Then decide if this belongs inside your production workflow.
FAQ