Get your clients the #1 rated estate planning platform
Just In Case Estates helps wealth advisors, RIAs, and financial planners deliver better estate planning
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How Just In Case Estates Helps Advisors
Seamlessly integrate estate planning into your practice and gain a competitive edge
Simplify estate planning
Offer your clients a straightforward, affordable solution that overcomes the burdens of traditional estate planning
Strengthen communication
Track milestones and share auto-generated waterfalls and other visualizations
Retain and grow your book
Build multi-generational relationships with your clients and their beneficiaries
Why Choose Just In Case Estates
Highest rated online estate planning company with 4.9 stars on TrustPilot
Fit for all your clients with convenient, do-it-yourself options as well as tax-advantaged plans for HNW families created one-on-one with top tier attorneys
Visualizations and task tracking help clients understand and stay on top of their plans
Integrated with eMoney and the platforms you use most
Best value offline and online
Autonomous and Attorney Options to Fit Every Client Need
Autonomous
Starting at $135
Clients create a custom last will or revocable living trust in as quick as 20 minutes through our step-by-step questionnaire with on-demand support from our member success team.
Recommended for: the vast majority of families who do not exceed federal or state estate tax thresholds.
Attorney Assist
+$200 Add-On to Autonomous Plan
Everything in Autonomous, plus a 30 minute meeting with a highly qualified estate planning attorney who answers your client's legal questions and reviews their documents.
Recommended for: clients seeking legal advice or the extra assurance of an estate planning attorney reviewing their documents.
JIC Ultimate Pro
Starting at $1,500
A top tier estate planning attorney drafts your client's documents one-on-one, which are uploaded and visualized through the Just In Case Estates platform.
Recommended for: high net worth families seeking to mitigate estate taxes or with unusually complex asset or family dynamics.
Advisors receive free access, and your clients pay only when they create their estate plan documents.
JIC Estates Visualizations
Help your clients understand the full picture with our visual estate planning platform
Track net worth and understand how assets pass through the estate
See who receives gifts and how
Stay on top of your portfolio of shared plans
Integrations
You don’t need another client portal. Get the solution that meets you where you are.
Automatic uploads to eMoney Vault
Sync asset and net worth data
Visualize your clients' estate planning waterfalls
Track trust funding and other tasks
