Our Story
We’ll keep saying it until is true– families deserve better support through the process of settling the estate of a loved one. And by better we mean easier, cheaper and more intuitive. Quite simply, we believe the process should be effortless.
After all, losing a loved one is difficult enough emotionally... let us help with the rest.
In a little under 4 years, we’ve gone from a founding team talking about the small idea of solving a big problem, to a company of more than 20 people delivering work from all over North America.
We’re trusted attorneys, financial advisors and domain experts working alongside world-class software engineers, designers and product managers, driven by a shared mission, passion for others and unstoppable mindset for delivering the help families deserve through probate & estate settlement.
Since inception, we’ve launched a full suite of consumer and institutional products nationally across the United States and Canada, support a growing audience of 75k families monthly, and have partnered to deliver a world class estate settlement experience with some of the most innovative and prominent financial institutions across North America.
And yet somehow, it still feels as though we’re just getting started.
Our Progress
Who we are
Our team is compromised of multi-disciplinary visionaries who focus on all aspects of product delivery, including engineering, product, design, and marketing.
Check out our team
Where we're located
Raleigh
HQ
San Diego
HQ
Toronto
HQ
In the press
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