Testament for Estate Planning Attorneys

A digital estate vault introduced at will signing. Automated death detection across your client portfolio.
You stay in the loop — and in the lead — at every step that matters.

How Testament works

You introduce Testament at will signing

Two minutes. You send an invite link before your client leaves. Your role ends there unless you choose to do more.

Your client organizes their digital estate at home

They populate the vault in about 30 minutes. You see their completion status in your attorney dashboard.

Testament monitors your client portfolio automatically

Weekly deceased verification runs across all enrolled clients. You receive an alert the moment a match is detected — before anyone calls you.

You and the executor are notified first

Testament alerts your attorney portal before anyone else. The organized vault is accessible for estate administration the moment you need it.

See the attorney dashboard →

What Testament gives your practice

Your firm. Your clients. Your service.

Testament is introduced under your firm's name at will signing. Clients associate the digital estate service with you — deepening the relationship you already have.

A reason to reconnect every year

Testament sends every enrolled client an annual vault review reminder. Each reminder is a natural touchpoint — your firm stays present without any effort on your part.

Organized when it matters most

When a client passes, Testament notifies you automatically — before the family calls. The executor receives an organized vault with every account, document, and instruction your client prepared. No scrambling. No searching. A clean handoff that supports the probate process from day one.

Interested in offering Testament under your firm's name? Contact us at inquiries@gettestament.com