So the families you advise can feel truly secure
Client onboarding, estate organization, document encryption, smart permissions, and more…
Security
Estate Pilot has partnered with Amazon AWS to bring end-to-end encryption to documents shared on the platform.
Sharing
Estate Pilot’s smart permissions engine allows professionals and clients alike to customize access within their firms as well within their families.
Streamlined
Client onboarding and management made easy. No more emails for sensitive data sharing; all safely stored in the cloud.
A deeper relationship to your client
Archaic processes and lack of organizational infrastructure are some of the primary reasons clients report a poor or low level of “customer service” when working with an attorney or wealth advisor. Estate Pilot solves this problem with intuitive, convenient, safe, and reliable software that adds value at every part of the client lifecycle.
Request a Demo
Please fill out this form and a member of our team will reach out to you within 24 hours.
You may also email us with general inquiries at
support@estatepilot.com