Stop losing revenue to outdated estate plans. PlanSentry automatically detects client life events and generates high-value update opportunities—turning your existing client base into a predictable revenue engine.
Designed for Estate Planning Attorneys
Stop missing billable opportunities. Monitor client life events and identify estate plan update opportunities.
Get instant notifications when clients marry, buy property, or start businesses— each alert represents a potential billing opportunity for estate plan updates.
Track potential billing opportunities and measure the value PlanSentry brings to your estate planning practice.
SOC 2 Type II certified with attorney-client privilege protection. Meets all state bar requirements for client data handling.
Transform your practice with intelligent estate plan monitoring
Stop missing revenue opportunities. Get notified immediately when clients experience life events that require estate plan updates—turning existing relationships into new billable work.
Be the attorney who reaches out first. Monitor marriage records, property purchases, and business formations to provide timely, valuable counsel that strengthens client relationships.
Reduce malpractice exposure by ensuring client estate plans stay current. Automated monitoring helps you fulfill your duty to provide ongoing counsel and protect client interests.
Transform your estate planning practice with intelligent client monitoring. Start your 30-day free trial and discover new opportunities.