COPIAFY SOLUTIONS - ESTATE PLANNERS

COPIAFY SOLUTIONS - ESTATE PLANNERS

Estate Planners

Estate Planners

Estate Planners

Client has no will, minor kids, and a business? Get the full financial picture before the first draft, not after.

Client has no will, minor kids, and a business? Get the full financial picture before the first draft, not after.

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Clients Dashboard
Good morning, Lamar
Credit
Alex T.
742 Good
Financial goals
Emergency fund
$2,400of $5,000
Next best action
Cashflow
Income$4,200
Bills$860
C Copiafy assistant ×
C
Alex is on track for the emergency fund goal and credit score both.
742 Score
584
Ask a question...

Turn estate complexity into a
clear checklist with Copiafy.

Turn estate complexity into a
clear checklist with Copiafy.

Turn estate complexity into a
clear checklist with Copiafy.

Client Acquisition

Client Acquisition

Automate New

Client Intake

Automate New

Client Intake

Automate New

Client Intake

Automate New

Client Intake

Capture whether a client has minor children, an existing will or trust, a healthcare directive, and business ownership — all before the first consultation, so you're not spending billable time on fact-finding you could have had in advance.

Capture whether a client has minor children, an existing will or trust, a healthcare directive, and business ownership — all before the first consultation, so you're not spending billable time on fact-finding you could have had in advance.

Capture whether a client has minor children, an existing will or trust, a healthcare directive, and business ownership — all before the first consultation, so you're not spending billable time on fact-finding you could have had in advance.

Client Onboarding

Client Onboarding

See What's Missing, Not Just What Exists

See What's Missing, Not Just What Exists

See What's Missing, Not Just What Exists

See What's Missing, Not Just What Exists

A client file that shows will status, trust status, and healthcare directive status at a glance means you can walk into every meeting knowing exactly what gap you're closing — not re-asking questions you've already asked.

A client file that shows will status, trust status, and healthcare directive status at a glance means you can walk into every meeting knowing exactly what gap you're closing — not re-asking questions you've already asked.

A client file that shows will status, trust status, and healthcare directive status at a glance means you can walk into every meeting knowing exactly what gap you're closing — not re-asking questions you've already asked.

Client Management

Client Management

Bring In the Right Specialist, on the Same File

Bring In the Right Specialist, on the Same File

Bring In the Right Specialist, on the Same File

Bring In the Right Specialist, on the Same File

Estate plans rarely stay in one lane — tax implications, a financial planner's existing goals, a business succession question. Loop in that specialist on the same client file instead of a cold handoff, so nobody's working from an outdated picture.

Estate plans rarely stay in one lane — tax implications, a financial planner's existing goals, a business succession question. Loop in that specialist on the same client file instead of a cold handoff, so nobody's working from an outdated picture.

Estate plans rarely stay in one lane — tax implications, a financial planner's existing goals, a business succession question. Loop in that specialist on the same client file instead of a cold handoff, so nobody's working from an outdated picture.

JM AR DT KL SP MB TN EC C Intake link opened Financial profile created Client joined your practice
AI Client Management for Estate Planners | Client Readiness Checklist | Copiafy Client avatars circle a central Copiafy icon while a status pill cycles through intake, profile creation, and onboarding milestones. JM AR DT KL SP MB TN EC C Intake link opened Financial profile created Client joined your practice

Offer a complete plan, not just a document, with Copiafy.

Offer a complete plan, not just a document, with Copiafy.

Offer a complete plan, not just a document, with Copiafy.

A will alone isn't a plan if there's a business with no succession strategy behind it, or minor children with no named guardian. When family structure, existing documents, and asset complexity all live in one file, you can see the whole picture — not just the piece the client remembered to mention.

A will alone isn't a plan if there's a business with no succession strategy behind it, or minor children with no named guardian. When family structure, existing documents, and asset complexity all live in one file, you can see the whole picture — not just the piece the client remembered to mention.

Spend consultation time on decisions, not discovery.

Spend consultation time on decisions, not discovery.

Spend consultation time on decisions, not discovery.

Every fact you already have on file is a question you don't have to ask again. A client record that holds guardianship status, business ownership, and document status between meetings means your time goes to the plan itself, not repeating intake.

Every fact you already have on file is a question you don't have to ask again. A client record that holds guardianship status, business ownership, and document status between meetings means your time goes to the plan itself, not repeating intake.

CREDIT SCORE691+107Collection removedLate payment correctedUtilization improvedBureau confirmed progress
CREDIT SCORE691+107Collection removedLate payment correctedUtilization improvedBureau confirmed progress
AI Client Management for Estate Planners | Client Readiness Checklist | Copiafy A line chart draws upward as Copiafy resolves a collection, corrects a late payment, and improves utilization, while all three bureaus confirm the updates. Collection removed Late payment corrected Utilization improved JM CREDIT SCORE 584 608 637 664 691 +107 Experian TransUnion Equifax Dispute letters sent 30 day clock running Bureau replied: item deleted
Good morning, Lamar
Financial goal
Emergency fund
$2,400of $5,000
Income & bills
Monthly income$4,200
Bills due$860
C Copiafy assistant ×
C
Credit health is trending up this week.
742 Score
584
Ask a question...
Good morning, Lamar
Financial goal
Emergency fund
$2,400of $5,000
Income & bills
Monthly income$4,200
Bills due$860
C Copiafy assistant ×
C
Credit health is trending up this week.
742 Score
584
Ask a question...
Keep families engaged with a plan they understand.
Keep families engaged with a plan they understand.
Keep families engaged with a plan they understand.

Estate planning can feel abstract to clients until something's visibly done. A portal that shows what's in place and what's still outstanding — the will drafted, the healthcare directive signed, the guardianship named — turns an intimidating process into a checklist a family can actually follow.

Estate planning can feel abstract to clients until something's visibly done. A portal that shows what's in place and what's still outstanding — the will drafted, the healthcare directive signed, the guardianship named — turns an intimidating process into a checklist a family can actually follow.

Build your estate planning solution with the following Copiafy features.
Build your estate planning solution with the following Copiafy features.

Client Intake

Capture family structure, existing documents, and business ownership before the first consultation.

Estate Readiness Tracking

See will, trust, and healthcare directive status at a glance.

Collaboration

Bring in a tax or financial planning specialist on the same client file when the estate plan calls for it.

Client Portal

Give families a branded portal to see what's done and what's still outstanding.

Take the first step with Starter Suite.

Take the first step with Starter Suite.

Walk into every consultation already knowing the family and asset picture, collaborate across specialties on shared files, and give clients a plan they can actually track.

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Keep up with the latest estate planning insights and conversations.

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Give your clients a clear path to a complete estate plan.
Give your clients a clear path to a complete estate plan.
Give your clients a clear path to a complete estate plan.

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Build a Better Client Experience
With Copiafy

Give every client a more organized, collaborative experience with one secure workspace for goals, documents, financial details, and ongoing communication.

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Get started
with Copiafy

Give every client a more organized, collaborative experience with one secure workspace for goals, documents, financial details, and ongoing communication.

Start Free

Build a Better Client Experience
With Copiafy

Give every client a more organized, collaborative experience with one secure workspace for goals, documents, financial details, and ongoing communication.

Start Free

Smarter financial management made simple.

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Disclaimer: The content on this site is for informational purposes only and does not constitute legal or financial advice. Copiafy is not a law firm, credit counseling agency, or licensed financial advisor. Information provided is general in nature and may not apply to your individual circumstances. For advice specific to your situation, consult a qualified attorney or financial professional. Results from credit disputes vary and cannot be guaranteed.

Smarter financial management made simple.

www.copiafy.com

Explore Copiafy

Home

About Us

Features

Pricing

Blog

Support & Resources

FAQs

Signup

Contact Support

Legal & Compliance

Terms of Service

Privacy Policy

Notice at Collection

Sign up for Copiafy newsletter.

Get free articles and downloads.

Disclaimer: The content on this site is for informational purposes only and does not constitute legal or financial advice. Copiafy is not a law firm, credit counseling agency, or licensed financial advisor. Information provided is general in nature and may not apply to your individual circumstances. For advice specific to your situation, consult a qualified attorney or financial professional. Results from credit disputes vary and cannot be guaranteed.

Explore Copiafy

Home

About Us

Features

Pricing

Blog

Support & Resources

FAQs

Signup

Contact Support

Legal & Compliance

Terms of Service

Privacy Policy

Notice at Collection

Sign up for Copiafy newsletter.

Get free articles and downloads.

Disclaimer: The content on this site is for informational purposes only and does not constitute legal or financial advice. Copiafy is not a law firm, credit counseling agency, or licensed financial advisor. Information provided is general in nature and may not apply to your individual circumstances. For advice specific to your situation, consult a qualified attorney or financial professional. Results from credit disputes vary and cannot be guaranteed.