FOR LAWYERS & ESTATE PLANNERS
The will says who. EndPlan
makes sure they can.
You draft the perfect will, then it goes in a drawer while the estate changes
every month. EndPlan is the living companion to your documents: assets
stay current, executors stay informed, and your firm stays at the center
when the estate activates.
The gap between the will and the world
Wills go stale
Static documents can’t track crypto, subscriptions, or the account opened last Tuesday. The vault keeps the living inventory; your will keeps the law.
Probate starts with a hunt
Executors burn months locating assets. An EndPlan estate arrives inventoried and documented, cleaner files, faster grants.
Clients ask about digital assets
Now you have an answer that doesn’t make you the custodian of anyone’s seed phrase.
For your practice.
Stay the firm of record
Executor access routes through the documents you drafted, the estate activates with your firm in the loop.
Referral or bundled pricing
Offer the vault alongside every will, as a referral with revenue share, or bundled into your fixed fee.
Zero custody liability
Zero-knowledge encryption means your firm never holds client secrets, no engagement-letter caveats required.
Win younger clients
A modern, digital-first offering that differentiates the firm for the generation inheriting everything.
How firms use EndPlan
01
At drafting
Vault referral bundled with the will, the client leaves with documents and a place to keep them findable.
02
At review
An updated asset inventory prompts codicil and trust work, recurring engagement, not one-off drafting.
03
At probate
Organized estates mean faster, more profitable matters, and grateful families who refer.
