Software For Estate Planning Attorneys

Convert More Estate Planning Clients at Premium Fees

Stand out from the competition and close more deals with a streamlined sales system unlike anything else in the industry. Zephyr Vision is a proven software solution that helps you land more clients, justify higher fees, and increase revenue.
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With Zephyr, you'll gain access to:

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Increased client conversion with tools that demonstrate your value
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Elevated revenue by closing more deals and selling clients on premium fees
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Data-driven insights that track key metrics and identify areas to optimize performance
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Stronger client relationships fostered by your rapport and interactive intake experience

With Zephyr, you’ll eliminate:

Leaving money on the table by failing to overcome price objections
Dated sales processes that prevent you from elevating your practice
Client confusion from poor explanation of complex estate planning concepts
Lack of differentiation between your practice and the competition

Our users love Zephyr.
So will you.

“Instead of having all these papers I have to shuffle around in a consultation, Zephyr has this clean app where I can show clients in real-time that I was listening to their concerns and how I connected that with the different estate planning options that are available to them.”
Demi, Texas
“Zephyr is high tech. It allows attorneys to help their clients visualize the high-caliber service that they’re offering. It allows the client to understand why the plan they’re being recommended is important, and feel at peace with the decision they’re making. ”
Seth, California
“Zephyr has taken meetings that would have lasted hours and condensed them down into a half hour. It’s made it so efficient and has helped me not be my own worst enemy. I spend far less time worrying about the paperwork and the law, and instead I can be more client-focused.”
Nathan, Arizona
“Zephyr has made all of my meetings so much more efficient. My clients love it. They love the visuals and being able to see their plan. It’s made it easier for them to comprehend and it helps me improve my communication.”
Katherine, Oklahoma
“Zephyr is super visual. We attorneys can speak in legalese and in concepts, and lose clients really easily. Zephyr helps conceptualize estate planning in a really tangible way. I can customize the meeting in a way that’s super helpful and goes beyond a regular attorney-client meeting.”
Bethany, Colorado
“Zephyr gives me so much more space to tailor the experience to the client. It removes the barrier between me and the client and helps me get more personal.”
Tristan, Oklahoma

Go beyond the basic estate planning consultation.

Zephyr provides you with proven tools and training to conduct engaging "Vision Sessions" – a proven sales process that helps clients understand the full value of comprehensive estate planning.

A model for success.

Zephyr is built by Oath, one of the largest and fastest growing estate planning firms in the nation, helping countless people plan for more every day.

With Zephyr, we’re on a mission to make estate and financial planning accessible to all.

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See if Zephyr could be a good fit for you. Start by completing this form and we'll reach out.

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DISCLOSURE Oath Law, A Professional Corporation is a law firm located in Oklahoma, Arkansas, Tennessee, California, Colorado, Arizona, Texas, and Utah. This website is made available by Oath Law for educational purposes only, and to disseminate general information about our firm and estate planning, not to provide specific legal advice. By visiting this website you understand that there is no attorney-client relationship or privilege between you and Oath Law. No statement on this website should be interpreted or relied upon as legal advice. The website should not be used as a substitute for competent legal advice from a licensed professional attorney in your state. 888-557-5715 • © OATH Law.
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