Expand your practice with an Estate Planning solution that cares.
As Financial Advisors we know you help your clients plan for the future, but estate planning can often be delayed or overlooked. CHIVOT allows advisors to introduce wills and trusts as a natural extension of financial planning, using a guided online platform clients can complete with confidence.
CORE BENEFITS
Expanded Client Value
Differentiate your services by offering estate planning as a value-added solution that supports long-term financial goals.
Stronger Client Relationships
Estate planning opens deeper conversations around legacy, beneficiaries, and long-term intentions—strengthening advisor-client trust.
Simple, Guided Delivery
Clients complete their estate plans online through a structured, easy-to-follow process—without creating additional work for your firm.
Change Your Clients Lives
Trust planning should feel clear and intentional. With CHIVOT, you can create a legally sound trust online, guided step by step, with a structure designed to support long-term planning and future updates as your needs change.
Starting at
$1249.99
Starting at
$1249.99
HOW IT WORKS
Introduce Estate Planning
Position wills and trusts as part of a complete financial strategy.
Client Completes Plan
Clients use CHIVOT’s secure platform to build legally valid documents online.
Ongoing Advisory Relationship
You remain the trusted advisor while estate planning fits naturally into broader planning conversations.
Why This Works?
Client-Centered
Clear, guided, and accessible
Clients complete their plans at their own pace with built-in guidance that improves follow-through and understanding.
Advisor-Friendly
Built to support, not replace your role
CHIVOT enables financial advisors to introduce estate planning without drafting documents or providing legal advice.
Scalable & Modern
Designed for today’s advisory practices​
Whether working with individuals or families, CHIVOT supports scalable estate planning delivery across your client base.
FAQ
Have questions about expanding your practice? Find answers to some common queries below.
1
Do I need to be an attorney to offer this?
No. Clients may still work with attorneys if they choose. CHIVOT complements—not replaces—legal counsel.
2
Is this legally valid?
Yes. Documents are generated using state-specific requirements to support legal validity.
3
How does this benefit my practice?
It enhances client trust, increases engagement, and positions you as a comprehensive planning resource.
4
How does this integrate with my existing client workflow?
CHIVOT fits seamlessly into your advisory process, allowing estate planning to be introduced as part of broader financial conversations without adding operational complexity.