Estate planning tech, built for modern practices.
Manage intake, documents, and planning in one connected streamlined portal so you can focus on client relationships and fulfillment of their broader needs.
A repeatable estate-planning workflow.
Your team keeps the relationship. trusteeplan keeps intake, documents, and status organized from first interest to final signature.
Launch a client intake
Send clients into a guided estate-planning flow from your branded experience.
Track what is missing
See client status, planning choices, and document progress without inbox archaeology.
Move to documents
Turn completed intake into reviewed documents, signing steps, and secure storage.
The client experience and the back office in one place.
Give clients a polished front door while your team gets the practical tools to follow the work.
Co-branded client experience
Keep your name in front of clients while trusteeplan handles the planning workflow.
Estate document packages
Support wills, trusts, powers of attorney, deeds, and notary-ready next steps.
Secure document vault
Give clients one protected place for uploaded files and completed plan documents.
Simple team visibility
Know who started, who is stuck, and who is ready for review before follow-up slips.
Professional enough for your practice, simple enough for your clients.
Most estate-planning work breaks down between the conversation and the next step. trusteeplan gives that middle space structure.
Ready to clean up your estate planning workflow?
Start in the partner portal, invite a client, and see how the process feels from first intake to completed plan.
or reach us directly · 213-TRUSTEE · info@trusteeplan.com