The Most Powerful Tool To Manage & Improve Client Engagements

Captivating clients is hard, if you doing it manually. Draw them in using the fully automated OneWill app.
Estate Planning

Our Full-Package Features

  • Branded mobile app to attract clients and help you stand out.
  • Dedicated account manager and technical support.
  • Set client out-reach schedule to automate reminders.
  • Accessible via the web or on any mobile device.
  • Let your customer self-serve and save you time.
  • Lets you know customers who are engaged and when.

What Our Clients Say

Instead of having us talk about ourselves, why don’t we see what our clients have to say.

Client engagements have gone up by probably 40% on average.
Anthony Simonds
Lets me spend more time in the court room rather than at the office.
Sara Reveley
I don't have to reach out to my customers any more; they come to me!
Joel Boucaut

Planes & Pricing

Simple pricing that fits your business

Mobile First
RECOMMENDED
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  • Enhance features, plus
  • Premium branded mobile app
  • In the App Store and Google Play Store
  • Premium priority support
  • and much more!
Enhance
billed annually
$499/ per month
  • Connect features, plus
  • Advanced branding opportunities
  • Two-way communication with clients
  • Advanced Firm dashboard and analytics
  • and much more!
Connect
billed annually
$199/ per month
  • Web portal for clients to track their estate plan
  • Mobile access via OneWill App
  • Client net worth calculator
  • Contextual prompts to promote your services
  • Firm dashboard with basic analytics