Upgrade your practice.

As an estate lawyer, wealth planner, financial advisor, or CPA, you know that on-boarding new clients can be a cumbersome process. With Estate Pilot, say goodbye to Word document questionnaires and email attachments for sensitive client information. Upgrade your practice with a secure, cloud-based portal where clients can organize and share their estate with you as well as their family members and other trusted advisors. Take all the friction out of new client orientation and management, so that you can focus on what you do best: provide expert advice. All the members of your firm can be quickly added to your account, where you can toggle administrative controls, track client activity, and maintain a holistic view of new engagements.

  • Every document, questionnaire, and account number added to Estate Pilot is client-side encrypted, so that your client’s most sensitive data remains completely secure. This means that neither Estate Pilot nor Amazon AWS (our database provider) is able to access these materials. We also require 2-factor login authentication by default to reduce the risk of phishing and hacking.

  • Our flexible pricing tiers make it easy to align your Estate Pilot account with the scale of your business. Most Estate Pilot customers pass on a one-time fee to their clients that results in a cost neutral software subscription. Essentially, you can upgrade your practice for free, or even at a small profit, with the right client mix and cost management strategy. As part of your initial account setup, our support team can help you select the right pricing for you, and calculate any appropriate pass-through costs to your clients.

  • For no additional fee, we will host your Estate Pilot instance on estatepilot.com. Separately, if you prefer to host Estate Pilot on your own website, and even under your own firm branding, we can work with your IT provider to quickly set up a custom instance at an additional fee.

  • There is ultimately no limit to the number of professionals or clients that we can service for your firm, and Estate Pilot will seamlessly scale with your practice as you grow and add new business.