Estate Planning
Exclusive Services

Your Estate Planning & Elder Care law firm is ready to take planning to the tech level.

Indulge your client in state-of-the-art planning, raising the bar with our trustworthy and modern estate tools that focus on a full-spectrum digital and physical estate coverage.

Differentiate Your Firm

Your firm's " Digital Legacy Suite" is the Plug-and-Play Digital Asset Planning for Modern Fiduciaries. The DEXITPLAN is a lightweight, compliance ready module that integrates directly with existing estate planning management workflows. It automates digital asset inventory, assigns secure directives and provides clients with a clean, guided experience- without forcing firms to overhaul their tech stack.

Mitigate Risk

Laws like RUFADAA and GDPR have raised the bar for managing digital legacies.This tool reduces exposure while promoting comprehensive client inventory services without the request of private personal data.

Save Time & Money

We've done the work for you and your clients. As part of digital asset planning discovering the accounts with which your clients have contracts with is the first step. The next step is being able to manage the accounts in terms of planning in order to ease administration burden. This simple, low-risk estate planning tool does not require a company subscription, nor any employee tech training.

Seamless Integration

The DEXITPLAN packages digital asset planning into premium service tiers, boosting average client value. This polished digital-first tool enhances your firm's client perception, making it modern, secure and well cared for in today's digital age.

Consulting

We work closely with estate planning professionals and their clients to address the evolving and often overlooked asset class: digital assets. From recovering neglected or mismanaged accounts to closing unwanted profiles, deleting sensitive personal information, or helping families regain access to essential digital property — we provide hands-on support every step of the way.

Whether you're safeguarding a legacy or assisting clients through challenging digital transitions, we're here to help organize, recover, and protect what matters most.