Designed in partnership with estate planning attorneys.
We went through estate planning ourselves. The gap was obvious.
Weeks between meetings, many of which could have been handled asynchronously. Some forms sent by email, others completed online. Repeated requests for the same information. Hand offs between team members. No coherent journey. Everything paced around the attorney's calendar.
It was clear the customer experience was built around internal workflows and legacy systems, not the modern families it serves.
We saw an opportunity to transform the experience.
We saw an opportunity to partner with a select group of estate planning attorneys and build a truly de novo platform from the client's perspective.
The result is DeNovo, a new client experience and a new operating platform for modern estate planning practices.
What qualifies us?
We have spent decades at the intersection of digital customer experience and complex, high trust services. We redesign workflows and transform industries around emerging consumer behavior, not outdated assumptions and systems.
We have scaled digital services, rebuilt high trust journeys, and helped organizations engage younger generations in industries where trust is everything.
Estate planning is personal, it's about protecting the transfer of wealth we have developed and creating a legacy for our children.
How did we build DeNovo?
We didn't start with software. We started with 220+ conversations. Before writing a single line of code, we spent months learning how estate planning actually works from the attorneys practicing it every day and from the families seeking to protect their wealth and legacy.
Deep discovery with practicing attorneys
120 plus conversations with solo practitioners and mid size firms. We mapped ideal workflows from a clean slate rather than adapting legacy systems.
Designed the client experience first
100 plus conversations with Gen X and Millennial clients to understand their expectations. The insight was clear: digital first, asynchronous by default, with attorney oversight and advice where it truly adds value.
Rebuilt the operating model behind it
After nine months of development, testing and iterations, we launched a unified platform that manages intake, education, and document preparation, so attorneys spend their time on legal advice, not administration.
50 state legal coverage from day one
Comprehensive estate planning templates and trust structures across all 50 states.
A New Client Self-Guided Platform
