WiseFill

Auto extract key data from documents so plans start partially complete.

WiseAI

Give advisors and clients AI guidance grounded in their actual data.

Plan Analyzer

Turn old estate documents into a clear, actionable risk report.

Creating Plans

Guide clients through a stepwise flow that feels simple, not legalistic.

Legacy Capsule

Capture stories, values, and memories so the plan goes beyond assets.

Legacy Letter (Coming soon)

Leave a personal letter that explains the why behind your decisions.
By Audience

Advisor

Deliver turnkey planning that deepens relationships and grows AUM.

Employer

Offer modern estate and legacy planning as a differentiated benefit.

Attorney

Streamline intake and updates while you focus on complex legal work.

Individual

Create a plan that protects loved ones and captures what matters most.

By Use Case

Understand the estate

Get a clear picture of assets, documents, and decision makers in one view.

Stay updated

Keep plans current as life, assets, and laws change over time.

Legacy

Preserve stories, wishes, and guidance so family inherits more than money.
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Imagine estate plans are half-done before they’re even started

WiseFill AI dramatically reduces the time it takes to create an estate plan by intelligently pre-filling plan information from documents and CRMs.

Get a demo

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WiseFill for Advisors

Start clients on second base, before they ever login.

Pre-fill client plans from your CRM data
Upload document like old plans or tax returns
Plan completion rates increase

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WiseFill for Clients

Every journey starts with WiseFill.

Upload common documents instead of manually typing
See clearly what was pre-filled
Edit, confirm, or reject anything before it’s saved. Nothing is final without review

How WiseFill works

Upload documents or connect data sources

Advisors can connect CRM data or uploaded documents. Clients can upload documents directly. WiseFill supports tax returns, financial statements, insurance policies, old estate plans, and more.