Positioning
Online platform to create wills, trusts, and estate plans. Focuses on document creation, not post-death account closure. $45M raised to expand credit union partnerships.
Strengths
- Strong brand
- Large funding
- Credit union partnerships
- Well-funded and growing
- State-specific legal templates
- Strong marketing and partnerships
Weaknesses
- No account closure service
- US-only
- No probate task management
- Pre-planning only
- Not for grieving spouses
Recent mentions
Showing 2 of 2adjacent
2h agoPost-Death Task Manager for Surviving Spouses Handling Probate
postdeathtaskmanagersurvivingspouseshandlingprobateadjacent
4h agoDigital Account Shutdown Service for Grieving Families