The Intelligent Future of Estate Planning

Ester™ empowers advisors to effortlessly extract, summarize, and visualize complete estate plans—turning complex documents into actionable insights for clients.

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What is Ester™ AI?

Ester is our proprietary AI technology that fully reads and extracts estate plan documents.

Intelligently Summarize

Save time by letting Ester quickly read and summarize complex estate planning documents—like trusts—so you can focus on what matters most.

Extract & Structure Data

Ester extracts, organizes, and stores key information from complex documents, saving you the effort of manual organization.

Bring Estate Plans to Life

Ester automatically transforms extracted data into clear, impactful visualizations—making complex estate plans easy to review with clients.

Questions? Ester™ Has Answers!

Simply ask, and Ester™ quickly reads your document to deliver the answers you need in seconds.

Experience Ester™ for Free

Upload a document and see Ester™ in action. Get a free executive summary and explore its powerful capabilities for yourself.

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Estate Planning Resources

Access guides, articles, and educational materials for smarter estate planning.

Practical Planner Podcast

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