Premium: $12/month or $120/year (up to 100 assets, 1GB storage, 1 active will with 3 drafts, support access, member permissions). Family Plan: $25/month or $240/year (up to 300 assets, 10GB storage, 1 active will with 10 drafts, advanced member controls, guided family setup).
Phone plan: $80 per user per month. Meet plan: $80 per user per month. Both billed monthly. Phone numbers cost $5/month. International calling and SMS available at additional rates (contact sales for pricing).
Key features
Smart Will Builder with jurisdiction-aware guidance for drafting wills
Encrypted digital vault for secure document storage with role-based access controls
Digital asset inventory management covering financial, digital, and physical assets
Family structure and roles management with customizable permissions
Distribution coordination workflow for verified access after passing
Progress dashboard to track legacy planning completion
Support for 24 countries and 18 religious inheritance traditions
Two-factor authentication and AES/TLS encryption for security
AI-powered planning guidance and smart allocation tools
GDPR privacy practices and SOC-2 compliance
AI call and meeting transcripts and summaries
Automatic file notes and email drafting
Call recording and transcription
Automatic time tracking for calls and meetings
Call routing and management
Internal team chat with file sharing
Contact syncing with CRM
SMS messaging
Conference calling
Analytics and call insights dashboard
What makes it different
Supports digital assets alongside traditional estate planning, addressing an often-overlooked aspect of inheritance
Jurisdiction-aware will drafting supporting multiple legal systems and religious inheritance traditions globally
Encrypted before upload with role-based access controls ensuring user maintains complete control over shared information
Designed for families with cross-border lives and expats with assets across multiple countries
Secure distribution coordination workflow preventing unauthorized access while ensuring wishes are followed after passing
Recovers 30 extra billable minutes per lawyer daily
Integrates with 15+ legal practice management platforms
Automatically addresses 20% of unrecorded billable time from calls
Zero auto-deletion policy for call recordings and transcripts
Meerath
VXT