EstateIQ reads wills, trusts, POAs, and beneficiary documents — and surfaces exactly what your advisors need to know before every client meeting.
No more late-night document reviews. No more walking in unprepared.
Request a DemoPurpose-built for wealth management firms. Currently serving firms managing $1B+ in assets.
Someone pulls a 40-page trust document, skims for the provisions that matter, tries to remember which family members are beneficiaries, and hopes they haven't missed anything before the meeting starts. This happens before every client engagement — at every firm.
For a firm managing dozens of ultra-high-net-worth relationships, that's not just inefficient — it's a liability. Outdated provisions go unnoticed. Planning opportunities get missed. And your advisors walk into the room carrying uncertainty they shouldn't have to carry.
Introducing EstateIQ
Upload PDFs, scans, and images of wills, trusts, POAs, and more. EstateIQ accepts the documents as they exist in the real world — messy formats included.
In minutes, EstateIQ extracts the trust summary, beneficiary flow, key people and their roles, family relationships, and all relevant documents — organized and ready to review.
EstateIQ doesn't just surface information — it packages it. Advisors review, edit, and export a fully branded summary deck in one click. Print it, present it, or send it to the client before the meeting.
Add a client name and upload their estate documents. EstateIQ accepts wills, trusts, POAs, and more in PDF, image, or scanned format.
EstateIQ processes the documents and extracts what matters: trust structure, beneficiary flow, key people, family members, planning gaps, and document inventory.
Your advisor reviews the structured output inside EstateIQ and refines anything before export — adding notes, adjusting language, flagging items for discussion.
One click generates a fully branded summary deck. Print it, present it in the meeting, or send it ahead to the client. Every engagement starts with the advisor fully prepared.
The Deliverable
EstateIQ doesn't just surface information — it packages it. After the AI structures the estate, your advisor reviews the results, makes edits, adds personal notes, and clicks once to generate a polished, print-ready summary document branded with your firm's name and logo.
It's the kind of preparation that changes how a meeting feels — for the advisor and the client. Professional. Thorough. Yours.
SCREENSHOT 3 — Replace mockup above with real deck screenshot
EstateIQ is designed for independent and boutique wealth management firms managing $1 billion or more in assets — firms where client relationships are deep, estate structures are complex, and every meeting is a reflection of the firm's judgment and care.
If your advisors are still spending hours manually reviewing estate documents before client meetings, you already know the problem. EstateIQ is the answer.
Simple, Transparent Pricing
EstateIQ is priced per firm — not per user, not per document. Every engagement starts with setup, then your team chooses how to subscribe.
Required First Step — One-Time Fee
Setup & Onboarding
Every new firm starts here. We configure the platform under your brand, train your team, and stay with you through your first 30 days live — at no additional cost.
Ends March 31, 2026
Reg. $5,000
Then Choose Your Subscription
Full Platform Access
Unlimited advisors. Unlimited documents. Everything EstateIQ does — extraction, editing, and branded deck export — for your entire team.
Pricing Options
Month-to-Month
Monthly
Founding firm rate — reg. $2,500/mo
Billed monthly after go-live
Prepay Annual
Annual
$1,997/mo × 10 — two months free
Save $3,994 vs. paying monthly
Pricing is per firm, not per user. Setup fee is required for all new firms and is due at contract signing. The 30-day go-live support period is included with setup at no extra charge. Monthly subscriptions require no long-term commitment. Annual subscriptions are prepaid in full.
No slides. No pitch. Just a live 20-minute demo using a real sample estate — so you can see exactly what your advisors would see from day one.
What Happens When a Firm Stops Doing This Manually
— Wealth Management Firm, $1B+ AUM, Pennsylvania