The digital estate planning platform that grows your practice through intelligent referral generation while providing exceptional value to your clients
No credit card required • Set up in 5 minutes • Track referrals from day one
Every client you onboard connects you with 5-10 potential new clients through their trusted network
Each trusted contact and family member your client adds receives subtle, professional introductions to your services at optimal moments
Your brand front and center. Every interaction reinforces your expertise and builds trust with prospects in your clients' networks
Track referral sources, conversion rates, and revenue attribution. See exactly how each client contributes to your practice growth
Discover how our platform delivers measurable value specific to your professional expertise
Join professionals who are already experiencing these benefits and growing their practices with our platform.
Average ROI: One new client pays for 12+ months of service
Join forward-thinking professionals who are growing their client base by 30% annually through automated referral generation