Prepared for life's two certainties.
One platform for year-round tax tracking and estate planning — connect your accounts, let AI do the sorting, and keep your family covered.
TaxReady
Connect your bank and credit card accounts through Plaid. AI reviews every transaction, flags what's deductible, and you confirm or override each one. Get a CPA-ready summary and a quarterly estimated tax figure at any point in the year — not just at filing time.
EstateReady
Register your assets, beneficiaries, and advisors in one place, and AI turns them into a single first-draft document your family can act on. Drafts are for your review, not legal documents, and none have been reviewed by an attorney yet. Will drafting and optional attorney consultation are coming.
Built to handle sensitive data carefully
Bank connections run through Plaid, never stored credentials. Every database table enforces row-level security, and financial data is encrypted at rest. AI calls that touch financial or estate data use the shortest viable retention window — nothing kept longer than the task requires.
Simple pricing, by life stage
Ages 18–30
Starter
$15/mo
Ages 30–50
Builder
$25/mo
Ages 50+
Legacy
$50/mo
30-day free trial, no credit card required. See full plan details