Show clients their wills visually in seconds. Turn complex legal documents into clear, professional presentations.
No credit card required · Cancel anytime
Turn 2-hour will reviews into 20-minute visual walkthroughs
Send clients home with visualizations they actually understand
Identify planning gaps that lead to new engagements
Manage multiple client estates from one dashboard
Average time saved per will review
When clients understand their plan, they refer others
Less than the cost of one billable hour
Drag and drop the PDF. Processed securely with bank-level encryption.
AI-generated breakdown of beneficiaries, assets, conditions, and executor details.
Send a branded link. Walk through it together or let them review on their own.
EstateClarity helps you identify:
"EstateClarity turned a 2-hour will review into a 15-minute visual walkthrough. My clients love it."
Financial Advisor
Alberta
"I spotted a beneficiary gap I'd missed for years. This tool pays for itself."
CPA
Ontario
Plans for solo advisors and teams. From $49/month.
View Pricing →No credit card required · Cancel anytime