Upload your document templates — EasyPlan builds the client intake chat, collects answers, generates the documents, and delivers them in a branded client portal. On your own domain, under your own brand.
Everything a modern practice needs to sell estate plans online, without writing a single line of code.
Clients answer one friendly question at a time — with ID-scan autofill — instead of a 50-field form. Signup happens inside the conversation.
Upload your templates and EasyPlan scans the merge fields to auto-build the questionnaire. Fine-tune it in a drag-and-drop builder.
Answers flow straight into your wills, trusts, and POAs — versioned, checksummed, and filed in a secure vault.
Pick a theme, set your colors, connect your domain. Landing page, intake, and client portal all match your firm.
People, relationships, and answers persist — a returning client's new matter pre-fills from everything you already know.
Database-per-firm isolation, encrypted PII, two-factor auth, full audit trail on every sensitive record.
Every plan starts with a 14-day free trial. No credit card required.