Simplifying the document sharing process for law firms through a navigable, all-in-one portal. Epilogue helps financial advisors review estate planning documents in minutes, not hours.
Most advisors spend 45-60 minutes reading a client's trust, will, and power of attorney—trying to understand the structure, identify issues, and explain it clearly. That's too long, and mistakes still slip through.
Epilogue analyzes estate plans automatically and delivers:
→ Plain-language summaries
→ Visual flowcharts showing asset distribution
→ People & Roles tables (trustees, executors, beneficiaries)
→ Health Check flags (outdated executors, beneficiary conflicts, missing provisions)
→ Estate Chat to answer questions instantly
Built by an estate planning attorney, for financial advisors who want to deliver better client service without becoming legal experts.
Independent RIAs use Epilogue to catch estate planning mistakes, win new clients, and impress existing ones—all while saving hours per week.

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