See beneficiary misalignments and unfunded trusts before they become problems.
Drift alerts catch life changes in real time — a retitled house, a new spouse, a brokerage that opened last Tuesday — not at the next 3-year review and definitely not at probate. Stop chasing signatures. Start practicing law.
No card required · See per-seat pricing
The math
One funded trust covers WealthScan for a decade.
A single restatement, trust amendment, or post-mortem fix that doesn't go to litigation is typically $4-15k of work — or the malpractice exposure of not catching it. One per year is 5-10× the seat cost.
Founding 50 rate: $199/mo · locked for life · cancel anytime
Start with the client
The reason this works has nothing to do with you at first.
When a client finally has their entire financial life in one place they own — they feel different. Calmer. More in control. Ready to make decisions they've been putting off for years.
Their plan finally lives
Will, trust, POA, beneficiaries — all current, all in one place they own. Not in a binder on a shelf.
They feel taken care of
Discovery surfaces who they're protecting and why — so the documents you draft actually match their life.
Family is in the loop, on their terms
Spouse, executor, trustee — pillar-by-pillar access, revocable anytime. No more 'I'll explain it later.'
Funding actually happens
Drift alerts fire when trusts go unfunded or beneficiaries fall out of alignment. You catch it; the family doesn't get burned at probate.
They take action
Because they see the consequences in their own Hub. The hardest part — getting them to update — gets easier on its own.
What that does for your practice
Your status, elevated. Your job, easier.
Trust funding follow-through
Goes from ~40% to 95%. Clients see it on their Hub. The advisor sees it. You see it. Nothing falls between you anymore.
Invited day one when drift fires
Beneficiary mismatch, unfunded trust, life event — you're notified the moment it matters, not at the next quarterly review.
Intake meetings shrink
From 90 minutes to 20. You arrive with the unfunded trust, the beneficiary mismatch, and the brokerage allocation already on screen.
Real coordination with advisor & CPA
Tax decisions happen with you in the room. Estate decisions happen before the deathbed. You become the quiet center of gravity.
What you stop doing
Stop chasing. Start advising.
The unglamorous work that's been eating your week — gone, because the client owns one organized place.
Chasing clients for statements, W-2s, or signed documents
Re-explaining what you need every quarter
Spending 30 minutes of every meeting catching up on what changed
Building a plan on data you suspect is already stale
Emailing PDFs back and forth across insecure inboxes
Finding out about a life event six months too late
Your practice console — included
It's not just a network. You get the whole workspace.
Matters, deadlines, WIP, retainers, vault — a real estate-practice console, not a glorified contact list.
Matters & Engagements
Open matters with WIP rollups, funding status, retainer balance, parties — every file at a glance.
Deadlines & Reminders
Statute, filing, funding, review dates. .ics export to Outlook/Google. Drift alerts when trusts go unfunded.
Document Vault
Wills, trusts, POAs, deeds — versioned per client, with grant controls for spouses, executors, trustees.
Inbox & Outreach
Templated client comms, signature-chase sequences, beneficiary-refresh nudges.
Marketplace Card
Public profile so advisors and CPAs can route estate work to you with full context.
Connections & Exports
Clio, MyCase, DocuSign — push matter data without rekeying.
All included on every seat. No add-ons, no per-feature billing.
Plays nice with your stack
Plug their data into the tools you already use.
Push structured client data straight into the platforms you run. No rekeying. No PDF parsing. No "can you send it again in Excel."
- One-click export to your planning software
- Webhooks into your CRM
- Plaid for live balances — no chasing statements
- Branded Strategy Map PDFs you can hand the client
Connected workflows
Don't see yours? We export clean JSON / CSV — your IT person will thank you.
“Advisors used to email me a name and a phone number. Now they invite me into the client's Hub — I see the unfunded trust, the beneficiary mismatch, and the brokerage allocation before the first call. My intake meetings are 20 minutes, not 90.”
vs your current stack
We don't replace your stack. We feed it the truth.
Practice-management software tracks YOUR work. WealthScan tracks the CLIENT'S LIFE — so you find out a house got retitled, a spouse died, or a brokerage opened the day it happens. Not at the next 3-year review.
WealthScan replaces
- ×Email-and-PDF intake
- ×Whiteboard-and-sticky funding tracker
- ×The mental tax of remembering whose trust is unfunded
- ×Beneficiary spreadsheets
- ×Annual 'are you still alive' check-in calls
WealthScan plays nice with
- Clio / MyCase (we push matter data)
- DocuSign (we link, not replace)
- Your title company relationships
- Your drafting software
Translation: keep your planning software, your CRM, your drafting tools. Add the one thing your stack has never had — a client-owned source of truth that updates in real time and is shared with every pro on the Triad.
Pricing
$199/mo for the Founding 50. $499 standard.
One transparent rate for every pro on your Triad — advisor, CPA, attorney, paralegal. 5+ seats save 10%, 10+ save 20%, 25+ save 30%. Founding 50 firms lock $199/mo for life — that's $3,600/yr saved, every year, forever. Clients are always free.
See the calculatorBank-grade encryption
AES-256 at rest, TLS 1.3 in transit. SOC 2 aligned controls.
Client owns the data
They decide what you see, when, and for how long.
Educational, never salesy
Clients see their gaps. You bring the strategy. No high-pressure pitch.
Reg BI / SOC 2 ready
Audit log, granular grants, full export. Compliance-friendly.
Start running better meetings today.
You'll get a unique branded link (wealthscan.ai/a/yourcode) the moment you sign up — invite your first client in under five minutes.