AGILE TOOLS
Practice tools for estate planning & probate attorneys.
A growing suite of focused, meeting-ready tools — built by people who run an estate planning practice.
Module One · Available now
Planning Meeting Diagrams
Client-ready estate plan scenario diagrams in 60 seconds. Compare up to three scenarios, annotate live in the meeting, export to PDF or PowerPoint. State-aware for all 50 states. Zero client data stored — ever.
Module Two · Preview
Estate Tax Planning
Model estate tax exposure line by line — assets, deductions, portability and prior gifts — with the derivation shown, not just the answer. Federal today; Washington state tax next.
Taking part in the beta? Open the access link from your invitation email — it will bring you back here ready to launch.
More modules are in development — new tools land here as they ship.
💲 Marital Estate
↓
WHEN SPOUSE 1 PASSES
● Spouse 1's share
● Spouse 2's share
↓
🏛 Family Trust for Spouse 2
Income & principal for health, education, maintenance & support
↓
Distributed outright to your beneficiaries
Ask about the cabin — keep in trust for the kids?
Live preview · exports to PDF & PowerPoint