Modern estate planning, guided from start to signature.
NEST walks your clients through a structured intake with Chloe, your digital assistant, then delivers a prefilled, review-ready package to the attorney. Less friction for families, less busywork for the firm.
California estate planning · Bilingual (EN/ES) · Bank-level security
< 30min
Average intake time
4steps
Fully guided flow
EN/ES
Bilingual assistant
AES‑256
Field-level encryption
Meet your assistant
Start a conversation with Chloe
Not sure where to begin? Chloe helps you figure out the right living trust, answers your first questions, and gets your intake started — at your own pace, in English or Spanish.
- Guided, no blank forms
- General information only — never legal advice
- Your details stay encrypted and private
Chloe
Your estate planning assistant
Guided intake with Chloe
Chloe asks the right questions, validates every answer, and adapts to single or joint trusts — no blank forms, no guesswork.
Secure by design
Sensitive data is encrypted at the field level, isolated per firm, and stored in the United States. Attorney-client privilege, respected end to end.
Built for both sides
Clients move fast through a friendly flow; attorneys receive a clean, prefilled package and track every case from one place.
The process
How it works
From the first click to a signed retainer, NEST keeps every step clear, structured, and secure.
- 01
Start from your link
Open the secure link your attorney shares. No account needed to begin.
- 02
Tell Chloe your story
Answer guided questions about your family, assets, and wishes. Chloe explains terms in plain language.
- 03
Sign and submit
Upload documents, e-sign the retainer, and complete payment by reference. ESIGN and UETA compliant.
- 04
Track in your portal
Follow your case status, schedule appointments, and download what your attorney shares.
Trust & compliance
Security and compliance, built in.
Estate planning means handling the most sensitive details of a family. NEST treats them that way: encrypted, isolated per firm, and never shared with the help assistant.
For law firms
NEST is multi-tenant from the ground up. Onboard your firm, customize the worksheet, and give every client a guided, on-brand experience.