Helping you, help them.

We create exceptional experiences by connecting families with their advisors during estate settlement and inheritance.

Schedule a Demo
copilot dashboard page of atticus estate settlement software for advisors and business partners
The #1 probate and estate settlement software.
–  THE SITUATION  – 

Who will your client's family turn to?

Bringing a close to a loved one's financial life is a universal need, yet few advisors are equipped with the resources needed to advise their clients through the process.
young heir stashes money into piggy bank following inheritance
Over the next 25 years, an estimated $68 trillion will pass down across generations to surviving heirs and family members. That's a lot of money in motion.
female executrix sits at table with her computer searching for online guidance and help with probate and estate settlement services
Businesses are not equipped with a scalable, mass-market estate settlement & inheritance offering, leaving 97% of families to fumble through the process alone. What an opportunity.
atticus financial advisor and new client discuss financial planning needs following a recent inheritance event
After years of planning and building of relationships, only 2% of children retain their parents advisors following inheritance. Whoa, rapid attrition set to evaporate your book of business.
–  THE SOLUTION  – 

They turn to us,  we turn them back to you.

Atticus enables scalable estate settlement and inheritance services across your business, allowing you to remain involved throughout the process as their #1 advisor.
Custom decorative icon reflecting Atticus value #1 for advisors

Enhance their user experience

Digital and mobile platform offering delightful end-to-end experiences for your clients. Anytime, anywhere.

atticus mobile app in use on an apple iphone11
Custom decorative icon reflecting Atticus value #2 for advisors

Expand your services & competencies

Extraordinary life event for them, an everyday occurrence for us. Be with them when they need you most.

user flow chart of atticus software product
Custom decorative icon reflecting Atticus value #3 for advisors

Engage with new customer channels

Transform unavoidable life events into enduring advisory relationships with next-gen clients and new consumer segments.

circular graphic depicting the centers of influence commonly involved in generational wealth transfer conversation

How We Partner

Atticus takes relationships to a deeper level by stewarding responsible inheritance across the next generation.
Atticus partnerships empower your business with delightfully modern estate settlement & inheritance services to help your customers during times when they need it most.
Achieve more with Atticus... for your clients, for your partners, for your business.

Atticus Copilot Dashboard

–  HANDS ON  –
Realtime copilot dashboard allowing advisors to streamline involvement by tracking progress & providing guidance.
  • Decorative Atticus green check mark
    Integrated advisor dashboards
  • Decorative Atticus green check mark
    Holistic view of relationship
  • Decorative Atticus green check mark
    Point of need engagement
Learn More

Affiliate Referral Program

–  HANDS OFF  –
Drive immediate value to your customers and partners through affiliate discounts or revenue sharing opportunities.
  • Decorative Atticus green check mark
    Offer a value added service
  • Decorative Atticus green check mark
    Build your marketplace
  • Decorative Atticus green check mark
    Broaden your audience
Schedule Demo

Custom Tailored Offering

–  WHITE GLOVED –
Customized partner offering, designed to fit the individualized needs of your customers and business partners.
  • Decorative Atticus green check mark
    Branding capabilities
  • Decorative Atticus green check mark
    Flexible content & resources
  • Decorative Atticus green check mark
    Custom API integration
Get Started

Let's get started

Together, we're going to help a lot of families.
Schedule a Demo
Atticus Logo

Join us at #weareatticus

Products
Learn
Company
Copyright 2024  Atticus ®  All rights reserved.