Life doesn't wait for your clients to call.
When your clients get married, buy property, or lose a loved one, their estate plans need attention. PlanSentry monitors public records and alerts you—so you can reach out at exactly the right moment.
Margaret Chen — Property Purchase
Purchased 1847 Oak Valley Dr, Bethesda for $1.2M
Detected 2 hours ago
Robert Williams — Marriage License
Filed marriage license in Montgomery County
Detected yesterday
David Park — Business Formation
Registered Park Consulting LLC in Maryland
Detected 3 days ago
How PlanSentry works
From life event to loyal client—automatically
Your client's life changes
Sarah, your client from 2019, just got married in Montgomery County.
Marriage license filed February 3rd
A record appears
The marriage license is filed with the Montgomery County clerk.
Montgomery County Circuit Court
PlanSentry spots the signal
Our system scans court records daily and matches the filing to your client.
Matched: Sarah Chen → Your firm
You're the first to know
An alert lands in your inbox with context on why her plan needs attention.
Beneficiary designations may need updating
You make the call
"Sarah, congratulations! I saw you got married—let's make sure your plan reflects this."
Proactive outreach, perfect timing
Client for life
"Wow, I can't believe you caught that. This is why I trust you with my family's future."
$3,500 plan update + referral to her spouse
This happens automatically, every day, for every client.
Simple, transparent pricing
No per-seat fees. No surprise charges. Cancel anytime.
Starter
For solo practitioners
Up to 50 clients
- Up to 50 monitored clients
- Unlimited users
- Life event monitoring
- Email alerts
- Client onboarding portal
Growth
For small firms
Up to 200 clients
- Up to 200 monitored clients
- Unlimited users
- Email + SMS alerts
- AI-powered alert insights
- Weekly digest emails
- Priority support
Enterprise
For mid-size firms
- Unlimited monitored clients
- White-label client portal
- Custom integrations
- Dedicated success manager
- SLA guarantees
First month free for early access firms. No credit card required to apply.
One reactivated client engagement typically covers your entire annual cost.
Join Our Founding Firms
First 10 firms in MD/VA/DC get 20% off for life + direct input on features.
Apply for Early AccessFrequently asked questions
Your clients' lives are changing. Stay in step.
Estate plans aren't set-and-forget. PlanSentry helps you be the attorney who's already thinking about them.
PlanSentry AI
Ask me anything about PlanSentry
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