We went through estate planning ourselves. It was broken.
So we rebuilt it from the client's side, in partnership with estate planning attorneys, and it transformed their world too.
A process designed for attorneys, not clients.
Just booking the first meeting took a week or two. And when it finally happened, it often wasn't even with the attorney, it was with a support person. Then came the emailed PDF forms. Then a meeting with the attorney that mostly went over the information we'd already provided. Only a fraction of the meeting was spent exploring nuances that actually protects a family.
It was clear the whole experience was built around the firm's internal workflows and legacy systems, not the modern families it serves. It was designed by attorneys, for attorneys.
We saw an opportunity to partner with a select group of estate planning attorneys and build a truly de novo experience for the Attorney and Client.
The surprise: solving for the client transformed the attorney's world too.
When the platform handles the intake, the education, and the routine, the attorney's time goes where it belongs: the high-value protection work only a lawyer can do. Handoffs disappear. Weeks compress into days. What started as a better experience for the client became a dramatically better way to run a practice.
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 We redesign workflows and transform industries around emerging consumer behavior, not outdated assumptions and systems.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+ 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+ 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 Experience
