Fictionalised composites of real situations our team and our sponsors have seen. The details (names, dollar amounts, properties) are made up; the patterns are not.
A consulting business, a rental property, two kids, and a will from 2014 that no one had thought about in years.
“From a 2014 dust-covered will to a 2026 executor PDF, an estate freeze opportunity, and a $485k insurance gap closed in three months.”
Read storyDrafts ~70 wills a year. Was paying for two registries and still couldn't bulk-update client locations after his firm moved.
“Migrated 412 active client wills in two weeks. First-year commissions paid for his paralegal's CPD.”
Read storyHer father had died unexpectedly. The funeral home asked about urns and pre-planning. The will was "somewhere."
“Found the will and a fully-mapped estate in 12 days. The estate closed in 7 months instead of the typical 18.”
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