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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Financial Advisor Discussing Estate Planning With Client

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

Visualization showing Just In Case Estates is the #1 estate planning platform

Autonomous and Attorney Options to Fit Every Client Need

Autonomous
Starting at $88
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.

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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

Revocable living trust distributions diagram

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

Commonly Asked Questions

Can my clients update their estate plans after they've been created?

Clients can easily update their estate planning documents through the Just In Case Estates members portal. And with document revision history and alerts, you can make sure that you're always up to date when client goals and preferences change.

How much does Just In Case Estates cost?

Just In Case Estates is free to use for wealth advisors, RIAs, and financial advisors.

Your clients pay directly when creating their estate plan based on the type of plan they are creating.

Check out our plan comparison page for a review of plan features and pricing.

How long does a Just In Case Estates membership last?

Unlike other estate planning providers that charge costly monthly or annual subscriptions, Just In Case Estates membership is good for life.

What integrations do you offer?

Just In Case Estates is integrated with eMoney, so you don't need to log into another client portal.

If you would like a custom integration with a different financial planning platform, reach out to us at partnerships@justincaseestates.com.

Can I get Just In Case Estates as a white label solution?

Just In Case Estates can be turned into a custom, white label solution. Reach out to our partnerships team at partnership@justincaseestates.com for details and pricing.

What if I want to keep my current estate planning attorney?

As a financial or registered investment advisor, you can choose to refer some or all of your clients to Just In Case Estates for their estate planning needs.

Keep your traditional offline attorney, or recommend him / her to join our attorney network to get all the benefits of our visualizations and integrations.