Since 2018, our estate planning toolkit has helped families and advisors turn intent into signed, living documents — wills, LPAs, and care wishes — quickly and properly. Complex planning transformed into a guided, transparent experience. Be empowered to act on your intentions with confidence, today and for generations to come.

Simple but effective, in minutes.

Advisor-led, lawyer-guided, made for comprehensive clarity and impact.

Lasting Power of Attorney and incapacity planning.
Affluent sits in the gap between DIY online forms and expensive, one-time law firm meetings. We design guided tools and workflows that advisors can use, families can understand, and lawyers can plug into — so estate planning is completed, reviewed, and kept alive as life changes.
We don't try to replace advisors or lawyers. We design the rails between them — curated tools, clear workflows, and accessible education that clients can actually understand, and professional partners can trust. That’s how estate planning moves from “someday” to done.
Learn more of our estate planning process with the introduction video below.