The Partner Counsel fulfillment engine
Complete estate plans, drafted and delivered under your name in 48 hours.
Firms add capacity without hiring. Advisors keep the client.
Estate Architecture
The Family Trust
Grantor
Spouse A
Grantor
Spouse B
Revocable Trust
Primary instrument
Marital
Sub-trust
Family
Bypass
Descendants'
GST-exempt
Auto-routed
12 instruments · 0 conflicts
Product demonstration
Three short demonstrations: the intake, the client experience, and the referral flow. The full arc of a matter, start to finish.
01
From blank page to attorney-ready. A family's complete estate plan captured in one sitting.
2:22 · Sound on
02
Delivered, explained, and kept current. Everything your clients see, under your name.
1:38 · Sound on
03
Refer a client in seconds. The relationship stays unmistakably yours.
1:45 · Sound on