ATTENTION: ATTORNEYS
Elder Counselor
Law Firm Intelligence
Increase efficiency and reduce cost by leveraging AI-powered legal tools to generate language, streamline document production, and optimize your practice.
elder counselor
Features
Clause Package
Document Wizard
Legal language
Clause Package
Access the specific legal language needed to transform ordinary estate planning documents into LifePlan-compliant manuals of instruction.
estate planning
Document Wizard
COMING SOON: Create LifePlan-compliant estate planning documents with less effort and more accuracy.
- Wills
- Trusts, including Safe Harbor Trusts
- Financial Powers of Attorney
- Healthcare Powers of Attorney
- Advance Directives, including Mental Health
get started!
Become AO Trained
Sign up for the Live Online LifePlanning Workshop + Professional Intensive
April 14 – 19, 2025
April 14 – 19, 2025