Estate documents tell people what has been decided.
Estavoy helps everyone understand what comes next.
THE PROBLEM
The Estate Plan Is Finished. The Questions Aren’t.
An estate plan documents important legal decisions, but it often doesn’t give the family a practical way to understand, communicate, and carry out those decisions when the time comes.
Critical practical knowledge sits outside the estate documents. Estate plans generally aren't designed to capture household knowledge, important contacts, property information, recurring obligations, digital information, service providers, or the everyday instructions someone would need to step in.
The information becomes most important during a stressful transition. Incapacity, death, hospitalization, or another family transition is exactly when people have the least time and attention available to hunt through documents and reconstruct what the person intended.
The plan is difficult to translate into action. Families may have wills, trusts, powers of attorney, healthcare directives, deeds, and beneficiary arrangements, but still not know: What happens first? Who does what? Who should we call? Where is everything?
The people involved often don't understand their roles. Executors, trustees, agents, spouses, children, healthcare proxies, attorneys, financial advisors, and others may all have responsibilities, but those responsibilities are rarely communicated together in one understandable place.
Your team becomes the default help desk for family members trying to understand an estate plan.
Non-billable support — family questions consume valuable staff time.
Repeated questions — firms answer the same basic questions again and again.
Poor scalability — every completed plan creates future support obligations.
Weak next-generation connection — support happens without building a relationship.
THE SOLUTION
Meet Estavoy: The Practical Companion to the Estate Plan
Estavoy is a SaaS platform designed to help estate planning firms extend their service beyond document signing by giving clients and their families a clear, organized place to understand the estate, find important information, and know what to do next.
HOW IT WORKS.
Help your clients prepare their families with more than documents alone.
A simple, guided process that helps your clients capture, organize and share what their family will actually need that stays current over time.
Ready to offer Estavoy to your clients?
Tell us about your practice and we'll set up a short call to walk through branding, pricing, and how your clients get started.
